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Steward Partners Investment Advisory, LLC: BTZ position timeline

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

Steward Partners Investment Advisory, LLC held 324,985 BTZ 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 324,985 shares
    Change vs previous 13F +4,674 shares

    0.02% of the 13F portfolio, value $3,321,345.

    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 320,311 shares
    Change vs previous 13F -10,509 shares

    0.02% of the 13F portfolio, value $3,235,143.

    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 330,820 shares
    Change vs previous 13F +48,674 shares

    0.02% of the 13F portfolio, value $3,582,779.

    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 282,146 shares
    Change vs previous 13F +36,082 shares

    0.02% of the 13F portfolio, value $3,117,716.

    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 246,064 shares
    Change vs previous 13F +40,597 shares

    0.02% of the 13F portfolio, value $2,687,023.

    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 205,467 shares
    Change vs previous 13F +199,813 shares

    0.02% of the 13F portfolio, value $2,202,601.

    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 5,654 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $59,141.

    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 5,654 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,777.

    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).