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Steward Partners Investment Advisory, LLC: PBA position timeline

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

Steward Partners Investment Advisory, LLC held 60,155 PBA 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 60,155 shares
    Change vs previous 13F -6,875 shares

    0.01% of the 13F portfolio, value $2,782,181.

    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 67,030 shares
    Change vs previous 13F +14,361 shares

    0.02% of the 13F portfolio, value $3,000,288.

    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 52,669 shares
    Change vs previous 13F +10,376 shares

    0.01% of the 13F portfolio, value $2,004,605.

    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 42,293 shares
    Change vs previous 13F +8,306 shares

    0.01% of the 13F portfolio, value $1,711,206.

    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 33,987 shares
    Change vs previous 13F +4,303 shares

    0.01% of the 13F portfolio, value $1,274,882.

    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 29,684 shares
    Change vs previous 13F +3,130 shares

    0.01% of the 13F portfolio, value $1,188,255.

    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 26,554 shares
    Change vs previous 13F +1,374 shares

    0.01% of the 13F portfolio, value $981,183.

    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 25,180 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,038,451.

    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).