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Steward Partners Investment Advisory, LLC: XYZ position timeline

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

Steward Partners Investment Advisory, LLC held 13,974 XYZ 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 13,974 shares
    Change vs previous 13F -6,321 shares

    0.01% of the 13F portfolio, value $1,061,995.

    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 20,295 shares
    Change vs previous 13F -6,496 shares

    0.01% of the 13F portfolio, value $1,221,354.

    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 26,791 shares
    Change vs previous 13F +9,327 shares

    0.01% of the 13F portfolio, value $1,743,826.

    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 17,464 shares
    Change vs previous 13F -1,990 shares

    0.01% of the 13F portfolio, value $1,262,123.

    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 19,454 shares
    Change vs previous 13F -182,308 shares

    0.01% of the 13F portfolio, value $1,321,510.

    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 201,762 shares
    Change vs previous 13F +182,622 shares

    0.1% of the 13F portfolio, value $10,961,730.

    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 19,140 shares
    Change vs previous 13F +703 shares

    0.01% of the 13F portfolio, value $1,626,709.

    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 18,437 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,237,676.

    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).