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Steward Partners Investment Advisory, LLC: BIP position timeline

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

Steward Partners Investment Advisory, LLC held 32,967 BIP 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 32,967 shares
    Change vs previous 13F -614 shares

    0.01% of the 13F portfolio, value $1,202,966.

    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 33,581 shares
    Change vs previous 13F -1,777 shares

    0.01% of the 13F portfolio, value $1,212,946.

    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 35,358 shares
    Change vs previous 13F +636 shares

    0.01% of the 13F portfolio, value $1,228,337.

    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 34,722 shares
    Change vs previous 13F -1,562 shares

    0.01% of the 13F portfolio, value $1,141,999.

    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 36,284 shares
    Change vs previous 13F +1,755 shares

    0.01% of the 13F portfolio, value $1,215,523.

    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 34,529 shares
    Change vs previous 13F +12,794 shares

    0.01% of the 13F portfolio, value $1,028,619.

    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 21,735 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $690,956.

    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 21,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $768,602.

    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).