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Steward Partners Investment Advisory, LLC: BAR position timeline

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

Steward Partners Investment Advisory, LLC held 114,576 BAR 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 114,576 shares
    Change vs previous 13F -3,842 shares

    0.02% of the 13F portfolio, value $4,529,189.

    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 118,418 shares
    Change vs previous 13F -46,056 shares

    0.03% of the 13F portfolio, value $5,462,623.

    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 164,474 shares
    Change vs previous 13F +2,458 shares

    0.04% of the 13F portfolio, value $6,988,501.

    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 162,016 shares
    Change vs previous 13F +2,942 shares

    0.04% of the 13F portfolio, value $6,166,329.

    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 159,074 shares
    Change vs previous 13F +45,282 shares

    0.04% of the 13F portfolio, value $5,192,175.

    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 113,792 shares
    Change vs previous 13F +12,580 shares

    0.03% of the 13F portfolio, value $3,509,345.

    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 101,212 shares
    Change vs previous 13F -1,487 shares

    0.02% of the 13F portfolio, value $2,620,379.

    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 102,699 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,667,093.

    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).