STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC SEC EDGAR Filings (CIK 0000012532)

SEC EDGAR filings, ownership reports, and insider transactions for STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC.

Business address
15495 Sw Sequoia Parkway, Suite 150, Portland, OR, 97224
Top securities (13F)
MSFT, AAPL, VOO, ONEQ, NVDA, AMZN, DXJ, GOOG, SPY, QQQ, JPM, BRKB, VIG, UBER, XLF, V, XLC, UNH, USMV, and XLE
State of incorporation
DE
Fiscal year end
31 December
Former names
UMPQUA INVESTMENTS, INC. (to 02 Mar 2020), STRAND, ATKINSON, WILLIAMS & YORK, INC. (to 02 Mar 2009), STRAND ATKINSON WILLIAMS & YORK INC /BD (to 28 Feb 2002)
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STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC has filed 46 SEC EDGAR filings since 28 Feb 2002

Latest Filings

Recent SEC filings for STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC including X-17A-5, 13F-HR, FOCUSN.

Form type Document Filing Description Filing date Reporting date File number(s)
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 27 Feb 2026 31 Dec 2025 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 28 Feb 2025 31 Dec 2024 008-02915
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-23744
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 09 Apr 2024 31 Dec 2023 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 08 Apr 2024 31 Dec 2023 008-02915
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2024 31 Dec 2023 028-23744
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 19 Apr 2023 31 Dec 2022 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 17 Apr 2023 31 Dec 2022 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 31 Mar 2022 31 Dec 2021 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2020 31 Dec 2019 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 02 Mar 2020 31 Dec 2019 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2019 31 Dec 2018 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2019 31 Dec 2018 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2018 31 Dec 2017 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2017 31 Dec 2016 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2017 31 Dec 2016 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2016 31 Dec 2015 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2016 31 Dec 2015 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 02 Mar 2015 31 Dec 2014 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 28 Feb 2013 31 Dec 2012 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2013 31 Dec 2012 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 05 Mar 2012 31 Dec 2011 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 05 Mar 2012 31 Dec 2011 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 28 Feb 2011 31 Dec 2010 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 28 Feb 2011 31 Dec 2010 008-02915
FOCUSN Open FOCUSN document View SEC filing for FOCUSN AUTO-GENERATED PAPER DOCUMENT 01 Mar 2010 31 Dec 2009 008-02915
X-17A-5 Open X-17A-5 document View SEC filing for X-17A-5 AUTO-GENERATED PAPER DOCUMENT 01 Mar 2010 31 Dec 2009 008-02915

About this filer

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC files with the SEC under CIK 0000012532. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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