Steward Partners Investment Advisory, LLC quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Steward Partners Investment Advisory, LLC opened 3 positions, added to 5, reduced 3, sold out of 11 and left 6 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$276,390); the largest decrease was DUPONT DE NEMOURS INC (-$1,087,832).
- EXPRO GROUP HOLDINGS NV: Country of operation —; Class COM; Shares 2026-03-31 1,120; Shares 2026-06-30 3,850.
- GATES INDL CORP PLC: Country of operation —; Class ORD SHS; Shares 2026-03-31 883; Shares 2026-06-30 1,846.
- THE REAL BROKERAGE INC: Country of operation —; Class COM NEW; Shares 2026-03-31 35,000; Shares 2026-06-30 42,500.
- AMERICAN BITCOIN CORP.: Country of operation United States; Class COM CL A; Shares 2026-03-31 2,000; Shares 2026-06-30 4,000.
Two Form 13F-HR filings compared (SEC CIK 1723397): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-13). 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; share change is the position change.
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