Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: DBMF position timeline

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

Steward Partners Investment Advisory, LLC held 19,560 DBMF 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 19,560 shares
    Change vs previous 13F -405,127 shares

    <0.01% of the 13F portfolio, value $598,726.

    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 424,687 shares
    Change vs previous 13F +407,728 shares

    0.07% of the 13F portfolio, value $12,804,305.

    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 16,959 shares
    Change vs previous 13F +2,335 shares

    <0.01% of the 13F portfolio, value $475,869.

    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 14,624 shares
    Change vs previous 13F -4,303 shares

    <0.01% of the 13F portfolio, value $399,372.

    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 18,927 shares
    Change vs previous 13F -1,523 shares

    <0.01% of the 13F portfolio, value $486,992.

    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 20,450 shares
    Change vs previous 13F +3,318 shares

    <0.01% of the 13F portfolio, value $516,556.

    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 17,132 shares
    Change vs previous 13F +1,767 shares

    <0.01% of the 13F portfolio, value $448,173.

    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 15,365 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $432,217.

    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).