Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: BSTZ position timeline

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

Steward Partners Investment Advisory, LLC held 243,765 BSTZ 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 243,765 shares
    Change vs previous 13F +89,231 shares

    0.04% of the 13F portfolio, value $7,320,263.

    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 154,534 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $3,422,928.

    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 154,463 shares
    Change vs previous 13F +993 shares

    0.02% of the 13F portfolio, value $3,492,408.

    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 153,470 shares
    Change vs previous 13F +70,534 shares

    0.02% of the 13F portfolio, value $3,400,895.

    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 82,936 shares
    Change vs previous 13F +2,199 shares

    0.01% of the 13F portfolio, value $1,720,922.

    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 80,737 shares
    Change vs previous 13F +2,240 shares

    0.01% of the 13F portfolio, value $1,432,274.

    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 78,497 shares
    Change vs previous 13F +3,639 shares

    0.01% of the 13F portfolio, value $1,625,673.

    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 74,858 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,437,274.

    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).