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Steward Partners Investment Advisory, LLC: WTAI position timeline

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

Steward Partners Investment Advisory, LLC held 15,545 WTAI 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 15,545 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $737,921.

    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 15,617 shares
    Change vs previous 13F +243 shares

    <0.01% of the 13F portfolio, value $440,868.

    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 15,374 shares
    Change vs previous 13F +708 shares

    <0.01% of the 13F portfolio, value $447,998.

    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 14,666 shares
    Change vs previous 13F +2,581 shares

    <0.01% of the 13F portfolio, value $418,861.

    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 12,085 shares
    Change vs previous 13F -1,209 shares

    <0.01% of the 13F portfolio, value $296,808.

    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 13,294 shares
    Change vs previous 13F +736 shares

    <0.01% of the 13F portfolio, value $252,586.

    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 12,558 shares
    Change vs previous 13F +1,248 shares

    <0.01% of the 13F portfolio, value $276,276.

    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 11,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,408.

    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).