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Steward Partners Investment Advisory, LLC: IBTG position timeline

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

Steward Partners Investment Advisory, LLC held 17,426 IBTG 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 17,426 shares
    Change vs previous 13F -6,468 shares

    <0.01% of the 13F portfolio, value $398,879.

    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 23,894 shares
    Change vs previous 13F -20,621 shares

    <0.01% of the 13F portfolio, value $547,542.

    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 44,515 shares
    Change vs previous 13F -249,548 shares

    0.01% of the 13F portfolio, value $1,018,290.

    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 294,063 shares
    Change vs previous 13F +15,624 shares

    0.04% of the 13F portfolio, value $6,748,751.

    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 278,439 shares
    Change vs previous 13F -118,675 shares

    0.05% of the 13F portfolio, value $6,384,612.

    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 397,114 shares
    Change vs previous 13F -5,094 shares

    0.08% of the 13F portfolio, value $9,109,802.

    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 402,208 shares
    Change vs previous 13F -4,746 shares

    0.08% of the 13F portfolio, value $9,174,353.

    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 406,954 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,386,396.

    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).