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Steward Partners Investment Advisory, LLC: BUFB position timeline

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

Steward Partners Investment Advisory, LLC held 23,597 BUFB 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 23,597 shares
    Change vs previous 13F -105 shares

    <0.01% of the 13F portfolio, value $927,598.

    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 23,702 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $851,139.

    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 23,752 shares
    Change vs previous 13F +852 shares

    <0.01% of the 13F portfolio, value $870,155.

    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 22,900 shares
    Change vs previous 13F -17,350 shares

    <0.01% of the 13F portfolio, value $818,446.

    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 40,250 shares
    Change vs previous 13F -6,253 shares

    0.01% of the 13F portfolio, value $1,363,670.

    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 46,503 shares
    Change vs previous 13F -39,376 shares

    0.01% of the 13F portfolio, value $1,461,124.

    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 85,879 shares
    Change vs previous 13F +2,582 shares

    0.02% of the 13F portfolio, value $2,773,952.

    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 83,297 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,630,569.

    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).