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Steward Partners Investment Advisory, LLC: BND position timeline

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

Steward Partners Investment Advisory, LLC held 307,472 BND 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 307,472 shares
    Change vs previous 13F +22,119 shares

    0.12% of the 13F portfolio, value $22,571,545.

    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 285,353 shares
    Change vs previous 13F +10,682 shares

    0.11% of the 13F portfolio, value $21,013,377.

    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 274,671 shares
    Change vs previous 13F +9,290 shares

    0.11% of the 13F portfolio, value $20,344,905.

    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 265,381 shares
    Change vs previous 13F +10,733 shares

    0.11% of the 13F portfolio, value $19,736,356.

    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 254,648 shares
    Change vs previous 13F -2,584 shares

    0.15% of the 13F portfolio, value $18,749,763.

    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 257,232 shares
    Change vs previous 13F -16,098 shares

    0.17% of the 13F portfolio, value $18,893,684.

    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 273,330 shares
    Change vs previous 13F +26,054 shares

    0.17% of the 13F portfolio, value $19,655,182.

    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 247,276 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $18,572,891.

    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).