Steward Partners Investment Advisory, LLC FDIF — FIDELITY COVINGTON TRUST

Ownership history in Steward Partners Investment Advisory, LLC  ·  4 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported FIDELITY COVINGTON TRUST (FDIF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows FDIF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FDIF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in FIDELITY COVINGTON TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FDIF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FDIF stock page Steward Partners Investment Advisory, LLC fund profile Steward Partners Investment Advisory, LLC full holdings
How Steward Partners Investment Advisory, LLC held FDIF — position size vs. price
% of Fund (quarterly)    FDIF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 45 — 0% 0.00% $1K 2026-05-08 $38.04
2025 Q4 UNCHANGED — — — 45 — 0% 0.00% $2K 2026-02-12 $34.15
2025 Q3 UNCHANGED — — — 45 — 0% 0.00% $2K 2025-11-12 $35.78
2025 Q2 INITIATED — — — 45 — — 0.00% $2K 2025-08-12 $34.23

🏢 Other funds also holding FDIF

As of 2026 Q1 — sorted by position size

SFMG, LLC 3Y 7Y 0.52% MFA Wealth Services 0.25% Godfrey Financial Associates, Inc. 0.03% Kovack Advisors, Inc. 3Y 7Y 0.02% Parallel Advisors, LLC 3Y 7Y 0.0% Winch Advisory Services, LLC 3Y 7Y 0.0% Sequoia Financial Advisors, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% TD Capital Management LLC 3Y 7Y 0.0%

FAQ About Steward Partners Investment Advisory, LLC and FDIF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning FDIF?

Steward Partners Investment Advisory, LLC reported FDIF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FDIF position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for FDIF was 0.00% in 2025 Q2.

What is the latest reported FDIF position on this page?

The most recent filing on this page is 2026 Q1, when Steward Partners Investment Advisory, LLC reported 45 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this FDIF ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly FDIF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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