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Steward Partners Investment Advisory, LLC: IBTI position timeline

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

Steward Partners Investment Advisory, LLC held 15,136 IBTI 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 15,136 shares
    Change vs previous 13F -531,682 shares

    <0.01% of the 13F portfolio, value $335,107.

    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 546,818 shares
    Change vs previous 13F +9,978 shares

    0.06% of the 13F portfolio, value $12,184,737.

    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 536,840 shares
    Change vs previous 13F +85,594 shares

    0.07% of the 13F portfolio, value $12,006,421.

    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 451,246 shares
    Change vs previous 13F +15,325 shares

    0.06% of the 13F portfolio, value $10,101,151.

    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 435,921 shares
    Change vs previous 13F +134,023 shares

    0.08% of the 13F portfolio, value $9,747,183.

    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 301,898 shares
    Change vs previous 13F +7,471 shares

    0.06% of the 13F portfolio, value $6,717,224.

    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 294,427 shares
    Change vs previous 13F -360 shares

    0.06% of the 13F portfolio, value $6,449,022.

    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 294,787 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,634,235.

    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).