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Steward Partners Investment Advisory, LLC: BSV position timeline

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

Steward Partners Investment Advisory, LLC held 41,613 BSV 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 41,613 shares
    Change vs previous 13F -243,851 shares

    0.02% of the 13F portfolio, value $3,242,100.

    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 285,464 shares
    Change vs previous 13F +14,027 shares

    0.11% of the 13F portfolio, value $22,383,242.

    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 271,437 shares
    Change vs previous 13F +18,833 shares

    0.12% of the 13F portfolio, value $21,391,911.

    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 252,604 shares
    Change vs previous 13F +14,379 shares

    0.11% of the 13F portfolio, value $19,932,960.

    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 238,225 shares
    Change vs previous 13F +213,554 shares

    0.15% of the 13F portfolio, value $18,748,305.

    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 24,671 shares
    Change vs previous 13F -875 shares

    0.02% of the 13F portfolio, value $1,931,223.

    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 25,546 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $1,973,938.

    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 25,342 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,994,201.

    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).