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Steward Partners Investment Advisory, LLC: IBIT position timeline

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

Steward Partners Investment Advisory, LLC held 98,440 IBIT 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 98,440 shares
    Change vs previous 13F -48,778 shares

    0.02% of the 13F portfolio, value $3,277,077.

    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 147,218 shares
    Change vs previous 13F +57,947 shares

    0.03% of the 13F portfolio, value $5,656,114.

    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 89,271 shares
    Change vs previous 13F -9,540 shares

    0.02% of the 13F portfolio, value $4,432,328.

    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 98,811 shares
    Change vs previous 13F +68,869 shares

    0.04% of the 13F portfolio, value $6,422,719.

    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 29,942 shares
    Change vs previous 13F +28,764 shares

    0.01% of the 13F portfolio, value $1,832,736.

    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 1,178 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,142.

    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).