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Steward Partners Investment Advisory, LLC: XLU position timeline

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

Steward Partners Investment Advisory, LLC held 522,340 XLU 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 522,340 shares
    Change vs previous 13F +65,249 shares

    0.12% of the 13F portfolio, value $23,682,876.

    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 457,091 shares
    Change vs previous 13F +99,799 shares

    0.11% of the 13F portfolio, value $20,975,892.

    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 357,292 shares
    Change vs previous 13F +201,126 shares

    0.08% of the 13F portfolio, value $15,252,787.

    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 156,166 shares
    Change vs previous 13F +9,466 shares

    0.08% of the 13F portfolio, value $13,619,225.

    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 146,700 shares
    Change vs previous 13F -53,785 shares

    0.09% of the 13F portfolio, value $11,979,519.

    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 200,485 shares
    Change vs previous 13F -55,500 shares

    0.14% of the 13F portfolio, value $15,808,246.

    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 255,985 shares
    Change vs previous 13F -98,462 shares

    0.17% of the 13F portfolio, value $19,375,495.

    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 354,447 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $28,632,228.

    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).