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Steward Partners Investment Advisory, LLC: BSEP position timeline

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

Steward Partners Investment Advisory, LLC held 6,580 BSEP 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 6,580 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $346,963.

    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 6,580 shares
    Change vs previous 13F +31 shares

    <0.01% of the 13F portfolio, value $316,389.

    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 6,549 shares
    Change vs previous 13F -1,566 shares

    <0.01% of the 13F portfolio, value $322,538.

    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 8,115 shares
    Change vs previous 13F -779 shares

    <0.01% of the 13F portfolio, value $391,841.

    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 8,894 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $401,692.

    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 8,844 shares
    Change vs previous 13F -106,969 shares

    <0.01% of the 13F portfolio, value $369,461.

    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 115,813 shares
    Change vs previous 13F -2,722 shares

    0.04% of the 13F portfolio, value $4,968,575.

    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 118,535 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,993,085.

    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).