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Steward Partners Investment Advisory, LLC: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on BA, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 111,049 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,049 shares
    Change vs previous 13F +8,511 shares

    0.12% of the 13F portfolio, value $24,038,846.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 102,538 shares
    Change vs previous 13F +4,846 shares

    0.1% of the 13F portfolio, value $20,408,090.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 97,692 shares
    Change vs previous 13F +3,534 shares

    0.12% of the 13F portfolio, value $21,210,846.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 94,158 shares
    Change vs previous 13F +15,555 shares

    0.12% of the 13F portfolio, value $20,322,086.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 78,603 shares
    Change vs previous 13F +22,290 shares

    0.13% of the 13F portfolio, value $16,469,602.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 56,313 shares
    Change vs previous 13F +6,511 shares

    0.08% of the 13F portfolio, value $9,604,159.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 49,802 shares
    Change vs previous 13F +7,346 shares

    0.08% of the 13F portfolio, value $8,814,930.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 42,456 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,454,990.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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