Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 106,216 shares of SMLF (ISHARES MSCI USA SMALL-CAP M).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SMLF position is worth $9.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SMLF position (+55.0% change in shares).

Question 4

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

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SMLF in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	106,216	+55.0%	$9.5M	0.0%	$89.14	39
2026-Q1	Decreased	68,510	-5.3%	$5.2M	0.0%	$78.14	0
2025-Q4	Increased	72,366	+1.4%	$5.4M	0.0%	$75.60	27
2025-Q3	Increased	71,333	+0.6%	$5.3M	0.0%	$74.05	27
2025-Q2	Increased	70,887	+6.5%	$4.8M	0.0%	$67.43	29
2025-Q1	Increased	66,573	+0.1%	$4.1M	0.0%	$61.63	27
2024-Q4	Increased	66,474	+2.8%	$4.5M	0.0%	$66.84	28
2024-Q3	Increased	64,644	+3.6%	$4.3M	0.0%	$65.24	28
2024-Q2	Increased	62,413	+1.9%	$3.8M	0.0%	$59.98	27
2024-Q1	Increased	61,249	+12.9%	$3.9M	0.0%	$62.13	30
2023-Q4	Decreased	54,262	-0.3%	$3.2M	0.0%	$57.32	0
2023-Q3	Increased	54,427	+2.6%	$2.8M	0.0%	$50.39	27
2023-Q2	Increased	53,042	+0.5%	$2.8M	0.0%	$51.72	26
2023-Q1	Increased	52,793	+2.5%	$2.7M	0.0%	$48.50	27
2022-Q4	Decreased	51,498	-5.3%	$2.6M	0.0%	$47.77	0
2022-Q3	Increased	54,410	+9.0%	$2.4M	0.0%	$43.14	29
2022-Q2	Increased	49,901	+2.1%	$2.3M	0.0%	$45.13	27
2022-Q1	Increased	48,852	+9.9%	$2.7M	0.0%	$52.71	29
2021-Q4	Increased	44,454	+18.5%	$2.5M	0.0%	$54.38	31
2021-Q3	Increased	37,523	+2.2%	$2M	0.0%	$51.62	26
2021-Q2	Decreased	36,716	-51.9%	$2M	0.0%	$51.49	0
2021-Q1	Increased	76,262	+137.3%	$2B	0.0%	$49.03	51
2020-Q4	Increased	32,135	+5.8%	$1.5M	0.0%	$42.92	27
2020-Q3	Increased	30,365	+3.3%	$1.1M	0.0%	$34.66	26
2020-Q2	Increased	29,401	+90.3%	$1.1M	0.0%	$32.75	40
2020-Q1	Decreased	15,448	-36.9%	$460,000	0.0%	$27.88	0
2019-Q4	Decreased	24,477	-1.7%	$1.1M	0.0%	$39.62	0
2019-Q3	Increased	24,902	+2.9%	$993,000	0.0%	$36.51	26
2019-Q2	Increased	24,206	+9.8%	$975,000	0.0%	$36.94	27
2019-Q1	New	22,055	-	$884,000	0.0%	$36.64	34

SMLF30 quarters

SMLF
30 quarters