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Steward Partners Investment Advisory, LLC: BKDV position timeline

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

Steward Partners Investment Advisory, LLC held 385,364 BKDV 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 385,364 shares
    Change vs previous 13F -351,254 shares

    0.07% of the 13F portfolio, value $12,905,840.

    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 736,618 shares
    Change vs previous 13F +25,126 shares

    0.11% of the 13F portfolio, value $21,848,090.

    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 711,492 shares
    Change vs previous 13F +85,657 shares

    0.11% of the 13F portfolio, value $20,647,498.

    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 625,835 shares
    Change vs previous 13F +260,001 shares

    0.1% of the 13F portfolio, value $17,398,213.

    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 365,834 shares
    Change vs previous 13F +358,527 shares

    0.08% of the 13F portfolio, value $9,734,843.

    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 7,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $184,794.

    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).