Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: WPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on WPM, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 11,001 WPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,001 shares
    Change vs previous 13F -2,327 shares

    0.01% of the 13F portfolio, value $1,235,648.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,328 shares
    Change vs previous 13F +924 shares

    0.01% of the 13F portfolio, value $1,746,145.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,404 shares
    Change vs previous 13F -1,135 shares

    0.01% of the 13F portfolio, value $1,457,756.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,539 shares
    Change vs previous 13F +3,459 shares

    0.01% of the 13F portfolio, value $1,514,233.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,080 shares
    Change vs previous 13F -739 shares

    0.01% of the 13F portfolio, value $905,204.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,819 shares
    Change vs previous 13F -1,189 shares

    0.01% of the 13F portfolio, value $839,886.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,008 shares
    Change vs previous 13F -222 shares

    0.01% of the 13F portfolio, value $675,334.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,230 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $747,008.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).