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Steward Partners Investment Advisory, LLC: BTT position timeline

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

Steward Partners Investment Advisory, LLC held 23,246 BTT 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 23,246 shares
    Change vs previous 13F -26,917 shares

    <0.01% of the 13F portfolio, value $528,843.

    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 50,163 shares
    Change vs previous 13F -55,518 shares

    0.01% of the 13F portfolio, value $1,138,699.

    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 105,681 shares
    Change vs previous 13F -1,450 shares

    0.01% of the 13F portfolio, value $2,411,643.

    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 107,131 shares
    Change vs previous 13F -4,268 shares

    0.01% of the 13F portfolio, value $2,406,147.

    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 111,399 shares
    Change vs previous 13F -3,262 shares

    0.02% of the 13F portfolio, value $2,438,531.

    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 114,661 shares
    Change vs previous 13F -14,992 shares

    0.02% of the 13F portfolio, value $2,434,252.

    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 129,653 shares
    Change vs previous 13F -8,646 shares

    0.02% of the 13F portfolio, value $2,669,548.

    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 138,299 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,990,031.

    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).