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Steward Partners Investment Advisory, LLC: XOVR position timeline

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

Steward Partners Investment Advisory, LLC held 274,324 XOVR 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 274,324 shares
    Change vs previous 13F +268,836 shares

    0.03% of the 13F portfolio, value $5,774,520.

    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 5,488 shares
    Change vs previous 13F +2,430 shares

    <0.01% of the 13F portfolio, value $92,692.

    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 3,058 shares
    Change vs previous 13F +670 shares

    <0.01% of the 13F portfolio, value $61,588.

    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 2,388 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $50,435.

    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 2,200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $41,998.

    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 2,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,090.

    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).