Question 1

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 23,888 shares of SUB (ISHARES SHORT-TERM NATIONAL).

Question 2

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

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SUB position is worth $2.5M.

Question 3

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

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their SUB position (+2.7% change in shares).

Question 4

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

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	23,888	+2.7%	$2.5M	0.0%	$106.01	27
2026-Q1	Increased	23,259	+33.9%	$2.5M	0.0%	$105.37	34
2025-Q4	Decreased	17,372	-17.1%	$1.9M	0.0%	$105.12	0
2025-Q3	Decreased	20,957	-9.5%	$2.2M	0.0%	$104.31	0
2025-Q2	Increased	23,151	+1.0%	$2.5M	0.0%	$103.24	26
2025-Q1	Increased	22,919	+1.3%	$2.4M	0.0%	$101.93	26
2024-Q4	Decreased	22,633	-7.9%	$2.4M	0.0%	$101.43	0
2024-Q3	Decreased	24,573	-3.1%	$2.6M	0.0%	$101.36	0
2024-Q2	Decreased	25,368	-42.7%	$2.7M	0.0%	$99.28	0
2024-Q1	Decreased	44,306	-3.6%	$4.6M	0.1%	$98.93	0
2023-Q4	Decreased	45,949	-46.3%	$4.8M	0.1%	$99.27	0
2023-Q3	Decreased	85,616	-7.4%	$8.8M	0.1%	$96.23	0
2023-Q2	Increased	92,494	+1.9%	$9.6M	0.1%	$96.91	34
2023-Q1	Decreased	90,757	-19.8%	$9.5M	0.2%	$97.12	0
2022-Q4	Increased	113,158	+46.3%	$11.8M	0.2%	$96.46	45
2022-Q3	Increased	77,370	+1.8%	$7.9M	0.1%	$94.60	33
2022-Q2	Increased	75,980	+206.3%	$8M	0.1%	$96.24	53
2022-Q1	Increased	24,802	+5.9%	$2.6M	0.0%	$96.01	28
2021-Q4	Increased	23,424	+19.8%	$2.5M	0.0%	$98.48	31
2021-Q3	Increased	19,550	+14.5%	$2.1M	0.0%	$98.49	30
2021-Q2	Decreased	17,078	-43.1%	$1.8M	0.0%	$98.55	0
2021-Q1	Increased	30,010	+102.6%	$1.6B	0.0%	$98.34	51
2020-Q4	Increased	14,813	+1.4%	$1.6M	0.0%	$98.45	26
2020-Q3	Decreased	14,608	-24.7%	$1.6M	0.0%	$98.11	0
2020-Q2	Increased	19,390	+1.9%	$2.1M	0.1%	$97.60	26
2020-Q1	Decreased	19,020	-2.8%	$2M	0.1%	$95.84	0
2019-Q4	Decreased	19,562	-5.3%	$2.1M	0.1%	$96.04	0
2019-Q3	Increased	20,652	+46.0%	$2.2M	0.1%	$95.33	35
2019-Q2	Increased	14,148	+12.2%	$1.5M	0.1%	$94.96	29
2019-Q1	New	12,610	-	$1.3M	0.1%	$94.08	35

SUB30 quarters

SUB
30 quarters