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Steward Partners Investment Advisory, LLC: BP position timeline

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

Steward Partners Investment Advisory, LLC held 84,620 BP 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 84,620 shares
    Change vs previous 13F -93,623 shares

    0.02% of the 13F portfolio, value $3,126,727.

    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 178,243 shares
    Change vs previous 13F +126,891 shares

    0.04% of the 13F portfolio, value $8,377,396.

    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 51,352 shares
    Change vs previous 13F -12,177 shares

    0.01% of the 13F portfolio, value $1,783,462.

    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 63,529 shares
    Change vs previous 13F -18,349 shares

    0.01% of the 13F portfolio, value $2,189,199.

    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 81,878 shares
    Change vs previous 13F +7,902 shares

    0.02% of the 13F portfolio, value $2,450,605.

    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 73,976 shares
    Change vs previous 13F -6,387 shares

    0.02% of the 13F portfolio, value $2,499,655.

    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 80,363 shares
    Change vs previous 13F -6,387 shares

    0.02% of the 13F portfolio, value $2,375,515.

    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 86,750 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,723,082.

    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).