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Steward Partners Investment Advisory, LLC: BAM position timeline

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

Steward Partners Investment Advisory, LLC held 93,628 BAM 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 93,628 shares
    Change vs previous 13F +9,012 shares

    0.02% of the 13F portfolio, value $4,199,211.

    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 84,616 shares
    Change vs previous 13F +1,955 shares

    0.02% of the 13F portfolio, value $3,761,178.

    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 82,661 shares
    Change vs previous 13F -1,127 shares

    0.02% of the 13F portfolio, value $4,330,611.

    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 83,788 shares
    Change vs previous 13F -11,533 shares

    0.03% of the 13F portfolio, value $4,770,872.

    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 95,321 shares
    Change vs previous 13F -9,657 shares

    0.04% of the 13F portfolio, value $5,269,321.

    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 104,978 shares
    Change vs previous 13F +6,134 shares

    0.04% of the 13F portfolio, value $5,086,204.

    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 98,844 shares
    Change vs previous 13F -3,144 shares

    0.05% of the 13F portfolio, value $5,356,359.

    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 101,988 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,823,008.

    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).