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Steward Partners Investment Advisory, LLC: XLV position timeline

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

Steward Partners Investment Advisory, LLC held 124,604 XLV 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 124,604 shares
    Change vs previous 13F -890 shares

    0.1% of the 13F portfolio, value $19,769,651.

    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 125,494 shares
    Change vs previous 13F -127,820 shares

    0.09% of the 13F portfolio, value $18,398,714.

    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 253,314 shares
    Change vs previous 13F +151,561 shares

    0.22% of the 13F portfolio, value $39,212,917.

    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 101,753 shares
    Change vs previous 13F +806 shares

    0.08% of the 13F portfolio, value $14,160,884.

    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 100,947 shares
    Change vs previous 13F -51,104 shares

    0.11% of the 13F portfolio, value $13,606,719.

    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 152,051 shares
    Change vs previous 13F +44,480 shares

    0.2% of the 13F portfolio, value $22,200,967.

    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 107,571 shares
    Change vs previous 13F -50,317 shares

    0.13% of the 13F portfolio, value $14,798,541.

    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 157,888 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $24,317,903.

    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).