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Steward Partners Investment Advisory, LLC: BX position timeline

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

Steward Partners Investment Advisory, LLC held 90,124 BX 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 90,124 shares
    Change vs previous 13F +7,795 shares

    0.05% of the 13F portfolio, value $10,604,843.

    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 82,329 shares
    Change vs previous 13F -18,811 shares

    0.05% of the 13F portfolio, value $9,467,073.

    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 101,140 shares
    Change vs previous 13F +1,108 shares

    0.09% of the 13F portfolio, value $15,589,723.

    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 100,032 shares
    Change vs previous 13F +14,187 shares

    0.1% of the 13F portfolio, value $17,090,352.

    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 85,845 shares
    Change vs previous 13F +579 shares

    0.1% of the 13F portfolio, value $12,840,641.

    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 85,266 shares
    Change vs previous 13F +4,185 shares

    0.11% of the 13F portfolio, value $11,918,466.

    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 81,081 shares
    Change vs previous 13F -2,954 shares

    0.12% of the 13F portfolio, value $13,979,931.

    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 84,035 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,868,325.

    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).