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Steward Partners Investment Advisory, LLC: XME position timeline

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

Steward Partners Investment Advisory, LLC held 33,489 XME 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 33,489 shares
    Change vs previous 13F +1,197 shares

    0.02% of the 13F portfolio, value $3,580,935.

    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 32,292 shares
    Change vs previous 13F +26,996 shares

    0.02% of the 13F portfolio, value $3,487,888.

    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 5,296 shares
    Change vs previous 13F +3,095 shares

    <0.01% of the 13F portfolio, value $548,719.

    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 2,201 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $205,111.

    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 2,016 shares
    Change vs previous 13F -480 shares

    <0.01% of the 13F portfolio, value $135,516.

    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 2,496 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $139,751.

    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 2,513 shares
    Change vs previous 13F -1,200 shares

    <0.01% of the 13F portfolio, value $142,613.

    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 3,713 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $236,592.

    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).