Steward Partners Investment Advisory, LLC: BHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on BHK, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 18,981 BHK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 18,981 sharesChange vs previous 13F +2,964 shares
<0.01% of the 13F portfolio, value $174,056.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,017 sharesChange vs previous 13F -72 shares
<0.01% of the 13F portfolio, value $146,716.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,089 sharesChange vs previous 13F -845 shares
<0.01% of the 13F portfolio, value $154,294.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,934 sharesChange vs previous 13F +1,500 shares
<0.01% of the 13F portfolio, value $168,324.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,434 sharesChange vs previous 13F -126 shares
<0.01% of the 13F portfolio, value $150,018.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,560 sharesChange vs previous 13F +4,949 shares
<0.01% of the 13F portfolio, value $168,826.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,611 sharesChange vs previous 13F +2,739 shares
<0.01% of the 13F portfolio, value $110,991.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,872 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $94,779.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).