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Steward Partners Investment Advisory, LLC: DBEF position timeline

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

Steward Partners Investment Advisory, LLC held 58,434 DBEF 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 58,434 shares
    Change vs previous 13F -869 shares

    0.02% of the 13F portfolio, value $3,192,231.

    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 59,303 shares
    Change vs previous 13F +166 shares

    0.01% of the 13F portfolio, value $2,929,552.

    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 59,137 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $2,845,065.

    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 59,231 shares
    Change vs previous 13F -29,036 shares

    0.02% of the 13F portfolio, value $2,749,485.

    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 88,267 shares
    Change vs previous 13F -27,496 shares

    0.03% of the 13F portfolio, value $3,861,664.

    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 115,763 shares
    Change vs previous 13F +49,258 shares

    0.04% of the 13F portfolio, value $5,012,546.

    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 66,505 shares
    Change vs previous 13F +3,935 shares

    0.02% of the 13F portfolio, value $2,753,315.

    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 62,570 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,629,199.

    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).