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Steward Partners Investment Advisory, LLC: XGDVX position timeline

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

Steward Partners Investment Advisory, LLC held 365,524 XGDVX 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 365,524 shares
    Change vs previous 13F +6,833 shares

    0.05% of the 13F portfolio, value $10,746,401.

    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 358,691 shares
    Change vs previous 13F +57,921 shares

    0.05% of the 13F portfolio, value $9,659,545.

    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 300,770 shares
    Change vs previous 13F -162 shares

    0.05% of the 13F portfolio, value $8,352,379.

    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 300,932 shares
    Change vs previous 13F +2,123 shares

    0.05% of the 13F portfolio, value $8,164,289.

    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 298,809 shares
    Change vs previous 13F +2,158 shares

    0.06% of the 13F portfolio, value $7,772,034.

    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 296,651 shares
    Change vs previous 13F -135 shares

    0.06% of the 13F portfolio, value $7,158,184.

    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 296,786 shares
    Change vs previous 13F +9,779 shares

    0.06% of the 13F portfolio, value $7,167,370.

    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 287,007 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,017,311.

    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).