Steward Partners Investment Advisory, LLC historic quarter change: USA ADRs, New
In depositary receipts for foreign shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Steward Partners Investment Advisory, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1723397), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| MetLife Investment Management, LLC | United States | $19.608B | 2,765 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | United States | $19.628B | 1,755 |
| Select Equity Group, L.P. | United States | $19.533B | 179 |
| NEOS Investment Management LLC | United States | $19.787B | 575 |
| Bahl & Gaynor LLC | United States | $19.830B | 327 |
| M&G Plc | United Kingdom | $19.360B | 424 |
| Pentwater Capital Management LP | United States | $19.284B | 92 |
| Candriam S.C.A. | Luxembourg | $19.250B | 692 |
| H&H International Investment, LLC | United States | $20.004B | 19 |
| AustralianSuper Pty Ltd | Australia | $19.186B | 277 |