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Steward Partners Investment Advisory, LLC: ISTB position timeline

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

Steward Partners Investment Advisory, LLC held 112,066 ISTB 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 112,066 shares
    Change vs previous 13F -694 shares

    0.03% of the 13F portfolio, value $5,407,184.

    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 112,760 shares
    Change vs previous 13F -1,787 shares

    0.03% of the 13F portfolio, value $5,464,350.

    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 114,547 shares
    Change vs previous 13F +7,329 shares

    0.03% of the 13F portfolio, value $5,584,166.

    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 107,218 shares
    Change vs previous 13F -1,019 shares

    0.03% of the 13F portfolio, value $5,236,527.

    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 108,237 shares
    Change vs previous 13F +2,264 shares

    0.04% of the 13F portfolio, value $5,265,730.

    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 105,973 shares
    Change vs previous 13F -11,118 shares

    0.05% of the 13F portfolio, value $5,123,795.

    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 117,091 shares
    Change vs previous 13F -730 shares

    0.05% of the 13F portfolio, value $5,593,437.

    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 117,821 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,735,526.

    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).