Steward Partners Investment Advisory, LLC PLX PROTALIX BIOTHERAPEUTICS INCORPORATED

Ownership history in Steward Partners Investment Advisory, LLC  ·  9 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported PROTALIX BIOTHERAPEUTICS INCORPORATED (PLX) in 9 quarterly 13F filings from 2025 Q3 through 2025 Q3. The latest visible filing shows PLX 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 PLX 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 PROTALIX BIOTHERAPEUTICS 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

How Steward Partners Investment Advisory, LLC held PLX — position size vs. price
% of Fund (quarterly)    PLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 97.5% -19.4% 25 -975 -97.5% 0.00% $56 2025-11-12 $2.14
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steward Partners Investment Advisory, LLC and PLX

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 PLX?

Steward Partners Investment Advisory, LLC reported PLX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

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

The largest reported portfolio weight for PLX was 0.00% in 2025 Q3.

What is the latest reported PLX position on this page?

The most recent filing on this page is 2025 Q3, when Steward Partners Investment Advisory, LLC reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $56.

What does the chart on this PLX ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly PLX 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 PLX position?

Based on 13F filing dates vs. subsequent PLX price moves, Steward Partners Investment Advisory, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PLX relative to SPY over the holding period was -58.6%.

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