Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: WTV position timeline

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

Steward Partners Investment Advisory, LLC held 16,692 WTV 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 16,692 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $1,697,935.

    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 16,626 shares
    Change vs previous 13F +15,408 shares

    0.01% of the 13F portfolio, value $1,574,988.

    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 1,218 shares
    Change vs previous 13F -46,105 shares

    <0.01% of the 13F portfolio, value $113,639.

    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 47,323 shares
    Change vs previous 13F +3,470 shares

    0.02% of the 13F portfolio, value $4,306,855.

    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 43,853 shares
    Change vs previous 13F -9,210 shares

    0.03% of the 13F portfolio, value $3,788,909.

    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 53,063 shares
    Change vs previous 13F +7,243 shares

    0.04% of the 13F portfolio, value $4,360,187.

    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 45,820 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,829,636.

    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).