Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: IBDS position timeline

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

Steward Partners Investment Advisory, LLC held 42,400 IBDS 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 42,400 shares
    Change vs previous 13F +6,326 shares

    0.01% of the 13F portfolio, value $1,026,932.

    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 36,074 shares
    Change vs previous 13F -2,229 shares

    <0.01% of the 13F portfolio, value $874,440.

    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 38,303 shares
    Change vs previous 13F +17,734 shares

    0.01% of the 13F portfolio, value $930,005.

    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 20,569 shares
    Change vs previous 13F +1,412 shares

    <0.01% of the 13F portfolio, value $500,638.

    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 19,157 shares
    Change vs previous 13F +3,389 shares

    <0.01% of the 13F portfolio, value $464,932.

    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 15,768 shares
    Change vs previous 13F +1,254 shares

    <0.01% of the 13F portfolio, value $381,265.

    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 14,514 shares
    Change vs previous 13F +13,354 shares

    <0.01% of the 13F portfolio, value $347,760.

    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 1,160 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,274.

    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).