Question 1

How many shares of AIVI does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 250 shares of AIVI (WISDOMTREE TR).

Question 2

What is Steward Partners Investment Advisory, LLC's AIVI position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's AIVI position is worth $14,075.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling AIVI?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their AIVI position (-83.4% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy AIVI?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in AIVI in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	250	-83.4%	$14,075	0.0%	$56.30	0
2026-Q1	Decreased	1,509	-9.0%	$81,667	0.0%	$55.23	0
2025-Q4	Unchanged	1,659	0.0%	$86,243	0.0%	$52.16	0
2025-Q3	Unchanged	1,659	0.0%	$82,338	0.0%	$48.60	0
2025-Q2	Increased	1,659	+22.1%	$79,894	0.0%	$46.96	26
2025-Q1	Unchanged	1,359	0.0%	$59,565	0.0%	$42.06	0
2024-Q4	Increased	1,359	+41.7%	$53,517	0.0%	$37.41	28
2024-Q3	Unchanged	959	0.0%	$42,009	0.0%	$41.66	0
2024-Q2	Unchanged	959	0.0%	$37,746	0.0%	$36.91	0
2024-Q1	Unchanged	959	0.0%	$39,347	0.0%	$37.41	0
2023-Q4	Increased	959	+11.6%	$38,812	0.0%	$36.72	22
2023-Q3	Unchanged	859	0.0%	$32,267	0.0%	$33.77	0
2023-Q2	Unchanged	859	0.0%	$33,499	0.0%	$34.38	0
2023-Q1	Unchanged	859	0.0%	$33,378	0.0%	$33.66	0
2022-Q4	Decreased	859	-10.4%	$31,027	0.0%	$31.09	0
2022-Q3	Unchanged	959	0.0%	$29,000	0.0%	$26.08	0
2022-Q2	Unchanged	959	0.0%	$34,000	0.0%	$30.25	0
2022-Q1	Unchanged	959	0.0%	$38,000	0.0%	$33.66	0
2021-Q4	Unchanged	959	0.0%	$40,000	0.0%	$34.49	0
2021-Q3	Unchanged	959	0.0%	$39,000	0.0%	$33.48	0
2021-Q2	Decreased	959	-50.0%	$41,000	0.0%	$34.64	0
2021-Q1	Increased	1,918	+100.0%	$40.8M	0.0%	$33.62	47
2020-Q4	Decreased	959	-23.8%	$39,000	0.0%	$31.74	0
2020-Q3	Unchanged	1,259	0.0%	$45,000	0.0%	$27.87	0
2020-Q2	Unchanged	1,259	0.0%	$45,000	0.0%	$27.12	0
2020-Q1	Unchanged	1,259	0.0%	$39,000	0.0%	$23.85	0
2019-Q4	Unchanged	1,259	0.0%	$53,000	0.0%	$31.83	0
2019-Q3	Unchanged	1,259	0.0%	$50,000	0.0%	$29.88	0
2019-Q2	New	1,259	-	$51,000	0.0%	$30.15	28

AIVI29 quarters

AIVI
29 quarters