Steward Partners Investment Advisory, LLCCoreDiversified active

CIK: 0001723397 | STAMFORD, CT

Q1 2026 vs Q2 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	4656	$19.6B	2026-08-13	SEC ↗
Q1 2026	13F-HR	4416	$19.6B	2026-05-08	SEC ↗
Q4 2025	13F-HR	4309	$18.2B	2026-02-12	SEC ↗
Q3 2025	13F-HR	4261	$17.4B	2025-11-12	SEC ↗
Q2 2025	13F-HR	4117	$12.8B	2025-08-12	SEC ↗
Q1 2025	13F-HR	4018	$11.3B	2025-05-13	SEC ↗
Q4 2024	13F-HR	3968	$11.3B	2025-02-06	SEC ↗
Q3 2024	13F-HR	3753	$10.8B	2024-11-14	SEC ↗
Q2 2024	13F-HR	3609	$9.5B	2024-08-08	SEC ↗
Q1 2024	13F-HR	3564	$9.1B	2024-05-15	SEC ↗
Q4 2023	13F-HR	3491	$7.4B	2024-02-12	SEC ↗
Q3 2023	13F-HR	3378	$6.5B	2023-11-13	SEC ↗
Q2 2023	13F-HR	3319	$6.7B	2023-08-14	SEC ↗
Q1 2023	13F-HR	3308	$6.2B	2023-05-15	SEC ↗
Q4 2022	13F-HR	3352	$5.9B	2023-02-15	SEC ↗
Q3 2022	13F-HR	3361	$425.8M	2022-11-10	SEC ↗
Q2 2022	13F-HR	3352	$304.7M	2022-08-04	SEC ↗
Q1 2022	13F-HR	3351	$247.5M	2022-05-02	SEC ↗
Q4 2021	13F-HR	3259	$267.5M	2022-02-08	SEC ↗
Q3 2021	13F-HR	3212	$223.4M	2021-11-12	SEC ↗
Q2 2021	13F-HR	7189	$211.9M	2021-08-13	SEC ↗
Q1 2021Amended	13F-HR/A	3417	$5.7B	2021-05-14	SEC ↗
Q4 2020	13F-HR	2935	$191.8M	2021-02-11	SEC ↗
Q3 2020	13F-HR	2796	$161.7M	2020-10-30	SEC ↗
Q2 2020	13F-HR	2731	$131.0M	2020-08-06	SEC ↗
Q1 2020	13F-HR	2633	$92.7M	2020-04-29	SEC ↗
Q4 2019	13F-HR	2735	$116.5M	2020-01-17	SEC ↗
Q3 2019	13F-HR	2789	$99.9M	2019-10-30	SEC ↗
Q2 2019	13F-HR	2765	$91.6M	2019-07-25	SEC ↗
Q1 2019	13F-HR	794	$90.2M	2019-04-30	SEC ↗
Q4 2018	13F-HR	773	$82.9M	2019-01-15	SEC ↗
Q3 2018	13F-HR	2660	$61.9M	2018-10-23	SEC ↗
Q2 2018	13F-HR	2513	$54.8M	2018-07-20	SEC ↗
Q1 2018	13F-HR	2344	$47.7M	2018-04-20	SEC ↗
Q4 2017	13F-HR	1961	$40.5M	2018-01-19	SEC ↗
Q3 2017	13F-HR	1762	$37.9M	2017-11-22	SEC ↗
Q2 2017	13F-HR	1719	$31.8M	2017-11-22	SEC ↗
Q1 2017	13F-HR	1603	$17.9M	2017-11-22	SEC ↗
Q4 2016	13F-HR	930	$2.6M	2017-11-22	SEC ↗