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Steward Partners Investment Advisory, LLC: IBTH position timeline

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

Steward Partners Investment Advisory, LLC held 28,503 IBTH 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 28,503 shares
    Change vs previous 13F -218,685 shares

    <0.01% of the 13F portfolio, value $637,615.

    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 247,188 shares
    Change vs previous 13F +4,049 shares

    0.03% of the 13F portfolio, value $5,544,429.

    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 243,139 shares
    Change vs previous 13F -112,976 shares

    0.03% of the 13F portfolio, value $5,463,327.

    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 356,115 shares
    Change vs previous 13F +10,047 shares

    0.05% of the 13F portfolio, value $8,019,715.

    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 346,068 shares
    Change vs previous 13F -35,952 shares

    0.06% of the 13F portfolio, value $7,783,065.

    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 382,020 shares
    Change vs previous 13F -1,206 shares

    0.08% of the 13F portfolio, value $8,564,878.

    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 383,226 shares
    Change vs previous 13F -4,155 shares

    0.08% of the 13F portfolio, value $8,506,343.

    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 387,381 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,768,368.

    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).