Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: BNY position timeline

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

Steward Partners Investment Advisory, LLC held 98,774 BNY 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 98,774 shares
    Change vs previous 13F +23,186 shares

    0.07% of the 13F portfolio, value $14,283,634.

    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 75,588 shares
    Change vs previous 13F -6,520 shares

    0.05% of the 13F portfolio, value $8,967,070.

    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 82,108 shares
    Change vs previous 13F +3,922 shares

    0.05% of the 13F portfolio, value $9,531,929.

    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 78,186 shares
    Change vs previous 13F +16,976 shares

    0.05% of the 13F portfolio, value $8,519,157.

    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 61,210 shares
    Change vs previous 13F +5,126 shares

    0.04% of the 13F portfolio, value $5,576,873.

    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 56,084 shares
    Change vs previous 13F -36,141 shares

    0.04% of the 13F portfolio, value $4,703,737.

    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 92,225 shares
    Change vs previous 13F +1,622 shares

    0.06% of the 13F portfolio, value $7,085,627.

    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 90,603 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,510,712.

    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).