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Steward Partners Investment Advisory, LLC: BF-B position timeline

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

Steward Partners Investment Advisory, LLC held 5,774 BF-B 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 5,774 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $153,883.

    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 5,710 shares
    Change vs previous 13F -23,499 shares

    <0.01% of the 13F portfolio, value $150,972.

    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 29,209 shares
    Change vs previous 13F -1,297 shares

    <0.01% of the 13F portfolio, value $761,182.

    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 30,506 shares
    Change vs previous 13F -428 shares

    <0.01% of the 13F portfolio, value $826,097.

    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 30,934 shares
    Change vs previous 13F +4,138 shares

    0.01% of the 13F portfolio, value $832,429.

    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 26,796 shares
    Change vs previous 13F +2,305 shares

    0.01% of the 13F portfolio, value $909,470.

    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 24,491 shares
    Change vs previous 13F +1,065 shares

    0.01% of the 13F portfolio, value $930,159.

    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 23,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,152,543.

    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).