Steward Partners Investment Advisory, LLC GPMT GRANITE PT MTG TR INCORPORATED REIT

Ownership history in Steward Partners Investment Advisory, LLC  ·  22 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported GRANITE PT MTG TR INCORPORATED REIT (GPMT) in 22 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows GPMT 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GPMT 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 GRANITE PT MTG TR INCORPORATED REIT, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

How Steward Partners Investment Advisory, LLC held GPMT — position size vs. price
% of Fund (quarterly)    GPMT 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 Q2 ADDED 56,009 +55,886 +45435.8% 0.00% $84K 2026-08-13 $1.22
2025 Q3 UNCHANGED 123 0% 0.00% $369 2025-11-12 $2.53
2025 Q2 UNCHANGED 123 0% 0.00% $304 2025-08-12 $2.48
2025 Q1 REDUCED 94.9% -3.6% 123 -2,289 -94.9% 0.00% $320 2025-05-13 $2.10
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steward Partners Investment Advisory, LLC and GPMT

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 GPMT?

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

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

The largest reported portfolio weight for GPMT was 0.00% in 2026 Q2.

What is the latest reported GPMT position on this page?

The most recent filing on this page is 2026 Q2, when Steward Partners Investment Advisory, LLC reported 56,009 shares, equal to 0.00% of portfolio, with an estimated market value of $84K.

What does the chart on this GPMT ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly GPMT 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.

How well did Steward Partners Investment Advisory, LLC time their GPMT position?

Based on 13F filing dates vs. subsequent GPMT price moves, Steward Partners Investment Advisory, LLC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on GPMT relative to SPY over the holding period was -20.6%.

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