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Manager record

Steward Partners Investment Advisory, LLC

Stamford, CT · CIK 1723397 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$19.59BReported 13F valueQ2 2026 · as filed
4,656Holdings listed
-0.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $12.8B$12.8BQ2 20254,117 holdingsQ3 2025: $17.4B$17.4BQ3 20254,261 holdingsQ4 2025: $18.2B$18.2BQ4 20254,309 holdingsQ1 2026: $19.6B$19.6BQ1 20264,416 holdingsQ2 2026: $19.6B$19.6BQ2 20264,656 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$19.59B · 4,656 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$19.61B · 4,416 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$18.24B · 4,309 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$17.45B · 4,261 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$12.80B · 4,117 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology