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Steward Partners Investment Advisory, LLC: XYL position timeline

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

Steward Partners Investment Advisory, LLC held 25,966 XYL 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 25,966 shares
    Change vs previous 13F -1,616 shares

    0.02% of the 13F portfolio, value $3,069,432.

    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 27,582 shares
    Change vs previous 13F +1,322 shares

    0.02% of the 13F portfolio, value $3,296,130.

    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 26,260 shares
    Change vs previous 13F +183 shares

    0.02% of the 13F portfolio, value $3,576,078.

    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 26,077 shares
    Change vs previous 13F +4,417 shares

    0.02% of the 13F portfolio, value $3,846,326.

    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 21,660 shares
    Change vs previous 13F +1,332 shares

    0.02% of the 13F portfolio, value $2,801,885.

    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 20,328 shares
    Change vs previous 13F +619 shares

    0.02% of the 13F portfolio, value $2,428,388.

    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 19,709 shares
    Change vs previous 13F +2,298 shares

    0.02% of the 13F portfolio, value $2,286,682.

    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 17,411 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,351,018.

    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).