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Steward Partners Investment Advisory, LLC: XTL position timeline

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

Steward Partners Investment Advisory, LLC held 34,049 XTL 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 34,049 shares
    Change vs previous 13F -127 shares

    0.04% of the 13F portfolio, value $7,745,822.

    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 34,176 shares
    Change vs previous 13F +2,577 shares

    0.03% of the 13F portfolio, value $6,427,167.

    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 31,599 shares
    Change vs previous 13F +982 shares

    0.03% of the 13F portfolio, value $4,841,669.

    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 30,617 shares
    Change vs previous 13F +18,647 shares

    0.02% of the 13F portfolio, value $4,283,916.

    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 11,970 shares
    Change vs previous 13F +466 shares

    0.01% of the 13F portfolio, value $1,404,260.

    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 11,504 shares
    Change vs previous 13F -111 shares

    0.01% of the 13F portfolio, value $1,149,838.

    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 11,615 shares
    Change vs previous 13F -12,705 shares

    0.01% of the 13F portfolio, value $1,243,218.

    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 24,320 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,447,165.

    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).