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Steward Partners Investment Advisory, LLC: IBB position timeline

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

Steward Partners Investment Advisory, LLC held 48,321 IBB 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 48,321 shares
    Change vs previous 13F +10,382 shares

    0.05% of the 13F portfolio, value $9,190,076.

    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 37,939 shares
    Change vs previous 13F +1,557 shares

    0.03% of the 13F portfolio, value $6,405,969.

    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 36,382 shares
    Change vs previous 13F +2,435 shares

    0.03% of the 13F portfolio, value $6,140,118.

    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 33,947 shares
    Change vs previous 13F +4,949 shares

    0.03% of the 13F portfolio, value $4,900,887.

    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 28,998 shares
    Change vs previous 13F +632 shares

    0.03% of the 13F portfolio, value $3,668,552.

    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 28,366 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $3,628,028.

    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 28,320 shares
    Change vs previous 13F -312 shares

    0.03% of the 13F portfolio, value $3,744,215.

    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 28,632 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,168,845.

    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).