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Steward Partners Investment Advisory, LLC: XRMMX position timeline

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

Steward Partners Investment Advisory, LLC held 5,998 XRMMX 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 5,998 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $88,680.

    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 5,960 shares
    Change vs previous 13F -2,696 shares

    <0.01% of the 13F portfolio, value $81,230.

    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 8,656 shares
    Change vs previous 13F -9,535 shares

    <0.01% of the 13F portfolio, value $117,809.

    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 18,191 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $257,227.

    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 18,175 shares
    Change vs previous 13F -199 shares

    <0.01% of the 13F portfolio, value $243,729.

    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 18,374 shares
    Change vs previous 13F +8,059 shares

    <0.01% of the 13F portfolio, value $263,111.

    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 10,315 shares
    Change vs previous 13F -1,345 shares

    <0.01% of the 13F portfolio, value $148,684.

    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 11,660 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $187,376.

    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).