Steward Partners Investment Advisory, LLC VIVK β€” VIVAKOR INC

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

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported VIVAKOR INC (VIVK) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows VIVK 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 VIVK 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 VIVAKOR INC, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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 VIVK β€” position size vs. price
% of Fund (quarterly)    VIVK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 4,448 β€” 0% 0.00% $44 2026-02-12 $64.00
2025 Q3 REDUCED 88.2% -97.1% βœ… 4,448 -33,326 -88.2% 0.00% $2K 2025-11-12 $649.20
2024 Q4 UNCHANGED β€” β€” β€” 37,774 β€” 0% 0.00% $46K 2025-02-06 $3906.77
2024 Q3 ADDED β€” β€” β€” 37,774 +13,142 +53.4% 0.00% $58K 2024-11-14 $6228.24
2024 Q2 INITIATED β€” β€” β€” 24,632 β€” β€” 0.00% $49K 2024-08-08 $7582.21

🏒 Other funds also holding VIVK

As of 2025 Q4 β€” sorted by position size

T3 Companies, LLC 0.0% TCFG WEALTH MANAGEMENT, LLC 0.0% XTX Topco Ltd 3Y 0.0%

FAQ About Steward Partners Investment Advisory, LLC and VIVK

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 VIVK?

Steward Partners Investment Advisory, LLC reported VIVK across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

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

The largest reported portfolio weight for VIVK was 0.00% in 2024 Q3.

What is the latest reported VIVK position on this page?

The most recent filing on this page is 2025 Q4, when Steward Partners Investment Advisory, LLC reported 4,448 shares, equal to 0.00% of portfolio, with an estimated market value of $44.

What does the chart on this VIVK ownership page compare?

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

Based on 13F filing dates vs. subsequent VIVK price moves, Steward Partners Investment Advisory, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VIVK relative to SPY over the holding period was -98.4%.

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