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Steward Partners Investment Advisory, LLC: XEVTX position timeline

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

Steward Partners Investment Advisory, LLC held 159,161 XEVTX 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 159,161 shares
    Change vs previous 13F +7,149 shares

    0.02% of the 13F portfolio, value $4,405,576.

    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 152,012 shares
    Change vs previous 13F +56,749 shares

    0.02% of the 13F portfolio, value $3,731,895.

    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 95,263 shares
    Change vs previous 13F +988 shares

    0.01% of the 13F portfolio, value $2,398,722.

    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 94,275 shares
    Change vs previous 13F +1,257 shares

    0.01% of the 13F portfolio, value $2,305,024.

    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 93,018 shares
    Change vs previous 13F -8,344 shares

    0.02% of the 13F portfolio, value $2,241,734.

    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 101,362 shares
    Change vs previous 13F +7,579 shares

    0.02% of the 13F portfolio, value $2,358,694.

    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 93,783 shares
    Change vs previous 13F +9,790 shares

    0.02% of the 13F portfolio, value $2,255,481.

    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 83,993 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,073,787.

    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).