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Steward Partners Investment Advisory, LLC: BGB position timeline

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

Steward Partners Investment Advisory, LLC held 9,600 BGB 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 9,600 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $108,480.

    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 10,100 shares
    Change vs previous 13F -124,433 shares

    <0.01% of the 13F portfolio, value $112,615.

    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 134,533 shares
    Change vs previous 13F -6,336 shares

    0.01% of the 13F portfolio, value $1,584,799.

    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 140,869 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $1,714,374.

    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 140,951 shares
    Change vs previous 13F +4,150 shares

    0.01% of the 13F portfolio, value $1,708,323.

    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 136,801 shares
    Change vs previous 13F +14,008 shares

    0.01% of the 13F portfolio, value $1,652,553.

    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 122,793 shares
    Change vs previous 13F -6,549 shares

    0.01% of the 13F portfolio, value $1,501,761.

    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 129,342 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,593,498.

    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).