Steward Partners Investment Advisory, LLC HSTM — HEALTHSTREAM INCORPORATED

Ownership history in Steward Partners Investment Advisory, LLC  ·  5 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported HEALTHSTREAM INCORPORATED (HSTM) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows HSTM 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 HSTM 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 HEALTHSTREAM INCORPORATED, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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.

HSTM stock page Steward Partners Investment Advisory, LLC fund profile Steward Partners Investment Advisory, LLC full holdings
How Steward Partners Investment Advisory, LLC held HSTM — position size vs. price
% of Fund (quarterly)    HSTM 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)
2025 Q3 UNCHANGED — — — 10 — 0% 0.00% $282 2025-11-12 $24.45
2025 Q2 UNCHANGED — — — 10 — 0% 0.00% $277 2025-08-12 $26.37
2025 Q1 UNCHANGED — — — 10 — 0% 0.00% $322 2025-05-13 $27.23
2024 Q4 REDUCED 90.0% +1.3% ❌ 10 -90 -90.0% 0.00% $318 2025-02-06 $32.80
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HSTM

As of 2026 Q2 — sorted by position size

HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.55% AM INVESTMENT STRATEGIES LLC 3Y 0.28% Park Capital Management, LLC / WI 0.14% Formidable Asset Management, LLC 3Y 7Y 0.08% Abel Hall, LLC 0.04% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.03% GAMMA Investing LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% Louisiana State Employees Retirement System 3Y 7Y 0.0%

FAQ About Steward Partners Investment Advisory, LLC and HSTM

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 HSTM?

Steward Partners Investment Advisory, LLC reported HSTM across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for HSTM was 0.00% in 2025 Q1.

What is the latest reported HSTM position on this page?

The most recent filing on this page is 2025 Q3, when Steward Partners Investment Advisory, LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $282.

What does the chart on this HSTM ownership page compare?

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