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Steward Partners Investment Advisory, LLC: YEAR position timeline

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

Steward Partners Investment Advisory, LLC held 16,372 YEAR 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 16,372 shares
    Change vs previous 13F +1,194 shares

    <0.01% of the 13F portfolio, value $824,146.

    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 15,178 shares
    Change vs previous 13F -1,268 shares

    <0.01% of the 13F portfolio, value $766,110.

    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 16,446 shares
    Change vs previous 13F +11,250 shares

    <0.01% of the 13F portfolio, value $830,194.

    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 5,196 shares
    Change vs previous 13F -7,033 shares

    <0.01% of the 13F portfolio, value $263,307.

    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 12,229 shares
    Change vs previous 13F +9,870 shares

    <0.01% of the 13F portfolio, value $619,533.

    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 2,359 shares
    Change vs previous 13F -341 shares

    <0.01% of the 13F portfolio, value $119,389.

    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 2,700 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $135,945.

    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,423.

    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).