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Steward Partners Investment Advisory, LLC: XLF position timeline

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

Steward Partners Investment Advisory, LLC held 394,166 XLF 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 394,166 shares
    Change vs previous 13F +75,673 shares

    0.11% of the 13F portfolio, value $21,131,220.

    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 318,493 shares
    Change vs previous 13F -589 shares

    0.08% of the 13F portfolio, value $15,723,998.

    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 319,082 shares
    Change vs previous 13F -22,348 shares

    0.1% of the 13F portfolio, value $17,476,057.

    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 341,430 shares
    Change vs previous 13F +41,930 shares

    0.11% of the 13F portfolio, value $18,392,824.

    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 299,500 shares
    Change vs previous 13F -2,885 shares

    0.12% of the 13F portfolio, value $15,684,844.

    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 302,385 shares
    Change vs previous 13F +19,323 shares

    0.13% of the 13F portfolio, value $15,061,789.

    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 283,062 shares
    Change vs previous 13F +34,478 shares

    0.12% of the 13F portfolio, value $13,680,360.

    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 248,584 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,265,819.

    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).