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Steward Partners Investment Advisory, LLC: XSCDX position timeline

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

Steward Partners Investment Advisory, LLC held 169,835 XSCDX 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 169,835 shares
    Change vs previous 13F -80,925 shares

    0.01% of the 13F portfolio, value $2,657,915.

    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 250,760 shares
    Change vs previous 13F +84,346 shares

    0.02% of the 13F portfolio, value $3,743,848.

    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 166,414 shares
    Change vs previous 13F -8,802 shares

    0.01% of the 13F portfolio, value $2,464,587.

    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 175,216 shares
    Change vs previous 13F -758 shares

    0.02% of the 13F portfolio, value $2,721,098.

    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 175,974 shares
    Change vs previous 13F -2,343 shares

    0.02% of the 13F portfolio, value $2,745,192.

    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 178,317 shares
    Change vs previous 13F +2,590 shares

    0.03% of the 13F portfolio, value $2,840,590.

    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 175,727 shares
    Change vs previous 13F +20,400 shares

    0.03% of the 13F portfolio, value $3,022,498.

    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 155,327 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,732,209.

    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).