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Steward Partners Investment Advisory, LLC: LMBS position timeline

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

Steward Partners Investment Advisory, LLC held 244,622 LMBS 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 244,622 shares
    Change vs previous 13F +191,333 shares

    0.06% of the 13F portfolio, value $12,177,297.

    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 53,289 shares
    Change vs previous 13F -18,717 shares

    0.01% of the 13F portfolio, value $2,654,367.

    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 72,006 shares
    Change vs previous 13F -156,800 shares

    0.02% of the 13F portfolio, value $3,599,576.

    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 228,806 shares
    Change vs previous 13F +80,344 shares

    0.07% of the 13F portfolio, value $11,392,259.

    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 148,462 shares
    Change vs previous 13F -20,925 shares

    0.06% of the 13F portfolio, value $7,313,257.

    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 169,387 shares
    Change vs previous 13F +53,498 shares

    0.07% of the 13F portfolio, value $8,327,055.

    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 115,889 shares
    Change vs previous 13F +76,441 shares

    0.05% of the 13F portfolio, value $5,640,323.

    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 39,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,949,109.

    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).