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Steward Partners Investment Advisory, LLC: NBIS position timeline

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

Steward Partners Investment Advisory, LLC held 63,688 NBIS 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 63,688 shares
    Change vs previous 13F -7,396 shares

    0.09% of the 13F portfolio, value $17,588,715.

    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 71,084 shares
    Change vs previous 13F -270,370 shares

    0.04% of the 13F portfolio, value $7,375,676.

    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 341,454 shares
    Change vs previous 13F +83,967 shares

    0.16% of the 13F portfolio, value $28,581,407.

    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 257,487 shares
    Change vs previous 13F -63,294 shares

    0.17% of the 13F portfolio, value $28,908,065.

    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 320,781 shares
    Change vs previous 13F +318,678 shares

    0.14% of the 13F portfolio, value $17,748,813.

    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 2,103 shares
    Change vs previous 13F +1,872 shares

    <0.01% of the 13F portfolio, value $44,394.

    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 231 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,399.

    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).