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Steward Partners Investment Advisory, LLC: BSMT position timeline

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

Steward Partners Investment Advisory, LLC held 10,789 BSMT 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 10,789 shares
    Change vs previous 13F +932 shares

    <0.01% of the 13F portfolio, value $248,479.

    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 9,857 shares
    Change vs previous 13F +6,495 shares

    <0.01% of the 13F portfolio, value $226,954.

    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 3,362 shares
    Change vs previous 13F +2,931 shares

    <0.01% of the 13F portfolio, value $77,837.

    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 431 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,956.

    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 431 shares
    Change vs previous 13F -5,593 shares

    <0.01% of the 13F portfolio, value $9,788.

    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 6,024 shares
    Change vs previous 13F -9,355 shares

    <0.01% of the 13F portfolio, value $136,986.

    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 15,379 shares
    Change vs previous 13F +431 shares

    <0.01% of the 13F portfolio, value $352,794.

    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 14,948 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $347,840.

    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).