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Bell & Brown Wealth Advisors, LLC: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell & Brown Wealth Advisors, LLC on SBUX, newest first. How the timeline and the estimate are built.

Bell & Brown Wealth Advisors, LLC held 50,977 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,977 shares
    Change vs previous 13F +488 shares

    1.58% of the 13F portfolio, value $5,209,366.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,489 shares
    Change vs previous 13F +352 shares

    1.47% of the 13F portfolio, value $4,523,353.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 50,137 shares
    Change vs previous 13F +1,062 shares

    1.36% of the 13F portfolio, value $4,222,007.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 49,075 shares
    Change vs previous 13F +503 shares

    1.36% of the 13F portfolio, value $4,151,809.

    13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,572 shares
    Change vs previous 13F +396 shares

    1.59% of the 13F portfolio, value $4,450,686.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,176 shares
    Change vs previous 13F +689 shares

    1.84% of the 13F portfolio, value $4,725,743.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,487 shares
    Change vs previous 13F +602 shares

    1.61% of the 13F portfolio, value $4,333,288.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 46,885 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,570,903.

    13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).