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Steward Partners Investment Advisory, LLC: XLKI position timeline

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

Steward Partners Investment Advisory, LLC held 6,482 XLKI 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 6,482 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $179,681.

    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 6,940 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $165,829.

    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 7,137 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $180,974.

    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).