Steward Partners Investment Advisory, LLC IMMP IMMUTEP LTD

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

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported IMMUTEP LTD (IMMP) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows IMMP 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 IMMP 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 IMMUTEP LTD, 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 Q4

IMMP 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
2025 Q1 to 2025 Q4

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 IMMP — position size vs. price
% of Fund (quarterly)    IMMP 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 Q4 REDUCED 72.7% -87.8% 15,000 -40,000 -72.7% 0.00% $43K 2026-02-12 $2.74
2025 Q3 REDUCED 9.8% +72.0% 55,000 -6,000 -9.8% 0.00% $96K 2025-11-12 $1.79
2025 Q2 UNCHANGED 61,000 0% 0.00% $100K 2025-08-12 $1.70
2025 Q1 INITIATED 61,000 0.00% $107K 2025-05-13 $1.89

FAQ About Steward Partners Investment Advisory, LLC and IMMP

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 IMMP?

Steward Partners Investment Advisory, LLC reported IMMP across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

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

What is the latest reported IMMP position on this page?

The most recent filing on this page is 2025 Q4, when Steward Partners Investment Advisory, LLC reported 15,000 shares, equal to 0.00% of portfolio, with an estimated market value of $43K.

What does the chart on this IMMP ownership page compare?

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