Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: BAX position timeline

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

Steward Partners Investment Advisory, LLC held 4,585 BAX 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 4,585 shares
    Change vs previous 13F -9,036 shares

    <0.01% of the 13F portfolio, value $97,747.

    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 13,621 shares
    Change vs previous 13F +5,197 shares

    <0.01% of the 13F portfolio, value $228,836.

    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 8,424 shares
    Change vs previous 13F +2,590 shares

    <0.01% of the 13F portfolio, value $160,981.

    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 5,834 shares
    Change vs previous 13F -325 shares

    <0.01% of the 13F portfolio, value $132,849.

    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 6,159 shares
    Change vs previous 13F -1,929 shares

    <0.01% of the 13F portfolio, value $186,488.

    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 8,088 shares
    Change vs previous 13F -783 shares

    <0.01% of the 13F portfolio, value $276,850.

    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 8,871 shares
    Change vs previous 13F +2,991 shares

    <0.01% of the 13F portfolio, value $258,685.

    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 5,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $223,262.

    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).