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Disclosery

Steward Partners Investment Advisory, LLC: IBDT position timeline

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

Steward Partners Investment Advisory, LLC held 15,940 IBDT 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 15,940 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $402,474.

    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 15,935 shares
    Change vs previous 13F -2,870 shares

    <0.01% of the 13F portfolio, value $403,626.

    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 18,805 shares
    Change vs previous 13F +369 shares

    <0.01% of the 13F portfolio, value $478,670.

    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 18,436 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $470,488.

    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 18,018 shares
    Change vs previous 13F +3,237 shares

    <0.01% of the 13F portfolio, value $458,024.

    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 14,781 shares
    Change vs previous 13F +1,233 shares

    <0.01% of the 13F portfolio, value $373,379.

    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 13,548 shares
    Change vs previous 13F +11,570 shares

    <0.01% of the 13F portfolio, value $337,353.

    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 1,978 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $50,498.

    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).