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Steward Partners Investment Advisory, LLC: BSMQ position timeline

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

Steward Partners Investment Advisory, LLC held 29,204 BSMQ 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 29,204 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $687,599.

    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 29,005 shares
    Change vs previous 13F +2,947 shares

    <0.01% of the 13F portfolio, value $685,245.

    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 26,058 shares
    Change vs previous 13F +16,441 shares

    <0.01% of the 13F portfolio, value $616,153.

    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 9,617 shares
    Change vs previous 13F +8,557 shares

    <0.01% of the 13F portfolio, value $227,205.

    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 1,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,974.

    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).