Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 248,369 shares of AVK (ADVENT CONV & INCOME FD).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's AVK position is worth $3.3M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their AVK position (+9.5% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	248,369	+9.5%	$3.3M	0.0%	$12.87	29
2026-Q1	Increased	226,812	+4.1%	$2.5M	0.0%	$10.66	27
2025-Q4	Increased	217,859	+12.9%	$2.7M	0.0%	$11.65	30
2025-Q3	Increased	193,034	+44.4%	$2.5M	0.0%	$11.55	35
2025-Q2	Increased	133,661	+52.7%	$1.6M	0.0%	$10.64	36
2025-Q1	Increased	87,526	+285.1%	$1M	0.0%	$9.82	40
2024-Q4	Decreased	22,729	-5.6%	$267,522	0.0%	$9.73	0
2024-Q3	Increased	24,079	+8.8%	$282,689	0.0%	$9.43	25
2024-Q2	Decreased	22,129	-18.8%	$263,777	0.0%	$9.06	0
2024-Q1	Decreased	27,239	-21.5%	$325,229	0.0%	$8.81	0
2023-Q4	Decreased	34,709	-10.7%	$394,987	0.0%	$8.15	0
2023-Q3	Increased	38,860	+6.2%	$407,645	0.0%	$7.27	25
2023-Q2	Decreased	36,605	-7.1%	$429,016	0.0%	$7.87	0
2023-Q1	Decreased	39,386	-12.4%	$455,301	0.0%	$7.54	0
2022-Q4	Increased	44,985	+1.3%	$490,341	0.0%	$6.90	24
2022-Q3	Decreased	44,415	-31.5%	$472,000	0.0%	$6.53	0
2022-Q2	Increased	64,879	+5.5%	$782,000	0.0%	$7.21	26
2022-Q1	Increased	61,511	+3.2%	$963,000	0.0%	$9.13	26
2021-Q4	Increased	59,581	+38.7%	$1.1M	0.0%	$10.53	33
2021-Q3	Increased	42,957	+26.1%	$772,000	0.0%	$9.32	30
2021-Q2	Decreased	34,059	-72.9%	$656,000	0.0%	$9.82	0
2021-Q1	Increased	125,578	+707.6%	$1.1B	0.0%	$8.83	51
2020-Q4	Decreased	15,550	-4.3%	$257,000	0.0%	$8.09	0
2020-Q3	Increased	16,250	+2.9%	$224,000	0.0%	$6.61	24
2020-Q2	Increased	15,800	+42.3%	$207,000	0.0%	$6.10	31
2020-Q1	Increased	11,105	+15.1%	$118,000	0.0%	$4.82	25
2019-Q4	Unchanged	9,650	0.0%	$150,000	0.0%	$6.88	0
2019-Q3	Increased	9,650	+207.3%	$140,000	0.0%	$6.30	36
2019-Q2	New	3,140	-	$47,000	0.0%	$6.35	28

AVAVK29 quarters

AVAVK
29 quarters