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Steward Partners Investment Advisory, LLC: BKT position timeline

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

Steward Partners Investment Advisory, LLC held 12,790 BKT 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 12,790 shares
    Change vs previous 13F -38,987 shares

    <0.01% of the 13F portfolio, value $137,109.

    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 51,777 shares
    Change vs previous 13F -15,683 shares

    <0.01% of the 13F portfolio, value $547,283.

    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 67,460 shares
    Change vs previous 13F +7,581 shares

    <0.01% of the 13F portfolio, value $744,762.

    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 59,879 shares
    Change vs previous 13F +40,237 shares

    <0.01% of the 13F portfolio, value $673,043.

    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 19,642 shares
    Change vs previous 13F +7,660 shares

    <0.01% of the 13F portfolio, value $230,799.

    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 11,982 shares
    Change vs previous 13F -7,014 shares

    <0.01% of the 13F portfolio, value $141,992.

    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 18,996 shares
    Change vs previous 13F -1,112 shares

    <0.01% of the 13F portfolio, value $218,835.

    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 20,108 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $249,940.

    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).