Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: GBTC position timeline

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

Steward Partners Investment Advisory, LLC held 5,736 GBTC 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 5,736 shares
    Change vs previous 13F -1,007 shares

    <0.01% of the 13F portfolio, value $261,081.

    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 6,743 shares
    Change vs previous 13F -20,167 shares

    <0.01% of the 13F portfolio, value $355,759.

    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 26,910 shares
    Change vs previous 13F -738 shares

    0.01% of the 13F portfolio, value $1,839,562.

    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 27,648 shares
    Change vs previous 13F +2,036 shares

    0.01% of the 13F portfolio, value $2,481,960.

    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 25,612 shares
    Change vs previous 13F +24,437 shares

    0.02% of the 13F portfolio, value $2,172,665.

    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 1,175 shares
    Change vs previous 13F +556 shares

    <0.01% of the 13F portfolio, value $76,575.

    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 619 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $45,818.

    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 752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,976.

    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).