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Steward Partners Investment Advisory, LLC: MBB position timeline

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

Steward Partners Investment Advisory, LLC held 77,486 MBB 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 77,486 shares
    Change vs previous 13F +4,303 shares

    0.04% of the 13F portfolio, value $7,324,005.

    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 73,183 shares
    Change vs previous 13F -20,735 shares

    0.04% of the 13F portfolio, value $6,948,677.

    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 93,918 shares
    Change vs previous 13F +588 shares

    0.05% of the 13F portfolio, value $8,942,894.

    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 93,330 shares
    Change vs previous 13F +20,400 shares

    0.05% of the 13F portfolio, value $8,880,382.

    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 72,930 shares
    Change vs previous 13F +6,868 shares

    0.05% of the 13F portfolio, value $6,847,433.

    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 66,062 shares
    Change vs previous 13F -17,422 shares

    0.05% of the 13F portfolio, value $6,195,337.

    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 83,484 shares
    Change vs previous 13F +29,936 shares

    0.07% of the 13F portfolio, value $7,653,796.

    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 53,548 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,130,475.

    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).