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Steward Partners Investment Advisory, LLC: XMHQ position timeline

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

Steward Partners Investment Advisory, LLC held 17,942 XMHQ 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 17,942 shares
    Change vs previous 13F -712 shares

    0.01% of the 13F portfolio, value $2,025,281.

    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 18,654 shares
    Change vs previous 13F -1,854 shares

    0.01% of the 13F portfolio, value $1,928,216.

    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 20,508 shares
    Change vs previous 13F -5,218 shares

    0.01% of the 13F portfolio, value $2,100,479.

    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 25,726 shares
    Change vs previous 13F -2,707 shares

    0.02% of the 13F portfolio, value $2,700,248.

    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 28,433 shares
    Change vs previous 13F -2,064 shares

    0.02% of the 13F portfolio, value $2,793,212.

    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 30,497 shares
    Change vs previous 13F -10,450 shares

    0.02% of the 13F portfolio, value $2,791,416.

    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 40,947 shares
    Change vs previous 13F +15,527 shares

    0.04% of the 13F portfolio, value $4,032,013.

    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 25,420 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,607,611.

    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).