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Steward Partners Investment Advisory, LLC: XNEAX position timeline

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

Steward Partners Investment Advisory, LLC held 143,886 XNEAX 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 143,886 shares
    Change vs previous 13F -440 shares

    0.01% of the 13F portfolio, value $1,689,222.

    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 144,326 shares
    Change vs previous 13F +4,478 shares

    0.01% of the 13F portfolio, value $1,620,777.

    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 139,848 shares
    Change vs previous 13F +2,775 shares

    0.01% of the 13F portfolio, value $1,626,437.

    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 137,073 shares
    Change vs previous 13F +13,519 shares

    0.01% of the 13F portfolio, value $1,561,261.

    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 123,554 shares
    Change vs previous 13F +19,336 shares

    0.01% of the 13F portfolio, value $1,349,208.

    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 104,218 shares
    Change vs previous 13F -57,359 shares

    0.01% of the 13F portfolio, value $1,167,243.

    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 161,577 shares
    Change vs previous 13F +30,563 shares

    0.02% of the 13F portfolio, value $1,822,584.

    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 131,014 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,568,233.

    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).