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Steward Partners Investment Advisory, LLC: XLP position timeline

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

Steward Partners Investment Advisory, LLC held 209,556 XLP 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 209,556 shares
    Change vs previous 13F +27,626 shares

    0.09% of the 13F portfolio, value $17,407,802.

    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 181,930 shares
    Change vs previous 13F +78,876 shares

    0.08% of the 13F portfolio, value $14,914,578.

    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 103,054 shares
    Change vs previous 13F +25,042 shares

    0.04% of the 13F portfolio, value $8,005,183.

    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 78,012 shares
    Change vs previous 13F -17,435 shares

    0.04% of the 13F portfolio, value $6,113,834.

    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 95,447 shares
    Change vs previous 13F -40,469 shares

    0.06% of the 13F portfolio, value $7,728,337.

    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 135,916 shares
    Change vs previous 13F +52,087 shares

    0.1% of the 13F portfolio, value $11,100,302.

    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 83,829 shares
    Change vs previous 13F -117,826 shares

    0.06% of the 13F portfolio, value $6,589,787.

    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 201,655 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,737,359.

    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).