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Steward Partners Investment Advisory, LLC: BMEZ position timeline

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

Steward Partners Investment Advisory, LLC held 14,166 BMEZ 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 14,166 shares
    Change vs previous 13F -2,078 shares

    <0.01% of the 13F portfolio, value $217,444.

    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 16,244 shares
    Change vs previous 13F +1,557 shares

    <0.01% of the 13F portfolio, value $233,266.

    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 14,687 shares
    Change vs previous 13F +688 shares

    <0.01% of the 13F portfolio, value $221,046.

    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 13,999 shares
    Change vs previous 13F -40,295 shares

    <0.01% of the 13F portfolio, value $201,868.

    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 54,294 shares
    Change vs previous 13F -3,936 shares

    0.01% of the 13F portfolio, value $774,226.

    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 58,230 shares
    Change vs previous 13F +11,524 shares

    0.01% of the 13F portfolio, value $867,625.

    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 46,706 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $672,567.

    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 46,831 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $741,797.

    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).