Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: BIL position timeline

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

Steward Partners Investment Advisory, LLC held 500,304 BIL 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 500,304 shares
    Change vs previous 13F +70,642 shares

    0.23% of the 13F portfolio, value $45,847,827.

    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 429,662 shares
    Change vs previous 13F -88,359 shares

    0.2% of the 13F portfolio, value $39,374,221.

    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 518,021 shares
    Change vs previous 13F +126,136 shares

    0.26% of the 13F portfolio, value $47,336,786.

    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 391,885 shares
    Change vs previous 13F +43,418 shares

    0.21% of the 13F portfolio, value $35,955,483.

    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 348,467 shares
    Change vs previous 13F +75,814 shares

    0.25% of the 13F portfolio, value $31,964,827.

    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 272,653 shares
    Change vs previous 13F -15,044 shares

    0.22% of the 13F portfolio, value $25,010,420.

    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 287,697 shares
    Change vs previous 13F +20,414 shares

    0.23% of the 13F portfolio, value $26,304,187.

    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 267,283 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $24,539,270.

    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).