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Steward Partners Investment Advisory, LLC: BUFR position timeline

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

Steward Partners Investment Advisory, LLC held 365,194 BUFR 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 365,194 shares
    Change vs previous 13F -9,441 shares

    0.07% of the 13F portfolio, value $13,340,537.

    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 374,635 shares
    Change vs previous 13F -7,230 shares

    0.06% of the 13F portfolio, value $12,651,424.

    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 381,865 shares
    Change vs previous 13F -15,000 shares

    0.07% of the 13F portfolio, value $13,082,695.

    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 396,865 shares
    Change vs previous 13F -10,412 shares

    0.08% of the 13F portfolio, value $13,263,228.

    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 407,277 shares
    Change vs previous 13F +8,632 shares

    0.1% of the 13F portfolio, value $12,951,409.

    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 398,645 shares
    Change vs previous 13F +230,035 shares

    0.1% of the 13F portfolio, value $11,835,770.

    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 168,610 shares
    Change vs previous 13F +8,183 shares

    0.05% of the 13F portfolio, value $5,137,547.

    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 160,427 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,795,163.

    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).