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Steward Partners Investment Advisory, LLC: BEPC position timeline

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

Steward Partners Investment Advisory, LLC held 5,987 BEPC 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 5,987 shares
    Change vs previous 13F +2,083 shares

    <0.01% of the 13F portfolio, value $222,237.

    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 3,904 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $155,496.

    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 3,904 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $149,679.

    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 3,816 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $131,347.

    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 4,010 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $131,448.

    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 4,410 shares
    Change vs previous 13F -2,443 shares

    <0.01% of the 13F portfolio, value $123,127.

    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 6,853 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $189,554.

    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).