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Steward Partners Investment Advisory, LLC: ZETA position timeline

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

Steward Partners Investment Advisory, LLC held 20,730 ZETA 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 20,730 shares
    Change vs previous 13F +5,895 shares

    <0.01% of the 13F portfolio, value $407,966.

    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 14,835 shares
    Change vs previous 13F -1,500 shares

    <0.01% of the 13F portfolio, value $236,173.

    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 16,335 shares
    Change vs previous 13F -2,892 shares

    <0.01% of the 13F portfolio, value $332,417.

    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 19,227 shares
    Change vs previous 13F +18,577 shares

    <0.01% of the 13F portfolio, value $382,040.

    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 650 shares
    Change vs previous 13F -4,043 shares

    <0.01% of the 13F portfolio, value $10,069.

    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 4,693 shares
    Change vs previous 13F +4,543 shares

    <0.01% of the 13F portfolio, value $63,637.

    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 150 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $2,699.

    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 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,983.

    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).