Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: BIV position timeline

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

Steward Partners Investment Advisory, LLC held 23,444 BIV 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 23,444 shares
    Change vs previous 13F +8,542 shares

    0.01% of the 13F portfolio, value $1,798,171.

    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 14,902 shares
    Change vs previous 13F +5,100 shares

    0.01% of the 13F portfolio, value $1,150,172.

    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 9,802 shares
    Change vs previous 13F +1,119 shares

    <0.01% of the 13F portfolio, value $763,363.

    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 8,683 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $678,092.

    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 8,759 shares
    Change vs previous 13F +2,688 shares

    0.01% of the 13F portfolio, value $677,442.

    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 6,071 shares
    Change vs previous 13F -680 shares

    <0.01% of the 13F portfolio, value $464,886.

    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 6,751 shares
    Change vs previous 13F -1,223 shares

    <0.01% of the 13F portfolio, value $504,487.

    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 7,974 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $624,898.

    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).