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Steward Partners Investment Advisory, LLC: BILS position timeline

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

Steward Partners Investment Advisory, LLC held 102,348 BILS 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 102,348 shares
    Change vs previous 13F -44,453 shares

    0.05% of the 13F portfolio, value $10,171,362.

    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 146,801 shares
    Change vs previous 13F +83,529 shares

    0.07% of the 13F portfolio, value $14,597,850.

    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 63,272 shares
    Change vs previous 13F +26,779 shares

    0.03% of the 13F portfolio, value $6,277,848.

    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 36,493 shares
    Change vs previous 13F +2,745 shares

    0.02% of the 13F portfolio, value $3,631,783.

    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 33,748 shares
    Change vs previous 13F +17,477 shares

    0.03% of the 13F portfolio, value $3,355,564.

    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 16,271 shares
    Change vs previous 13F +15,859 shares

    0.01% of the 13F portfolio, value $1,618,802.

    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 412 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $40,850.

    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).