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Steward Partners Investment Advisory, LLC: PBDC position timeline

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

Steward Partners Investment Advisory, LLC held 30,369 PBDC 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 30,369 shares
    Change vs previous 13F -10,278 shares

    <0.01% of the 13F portfolio, value $826,339.

    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 40,647 shares
    Change vs previous 13F -43,414 shares

    0.01% of the 13F portfolio, value $1,121,038.

    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 84,061 shares
    Change vs previous 13F -16,797 shares

    0.01% of the 13F portfolio, value $2,572,260.

    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 100,858 shares
    Change vs previous 13F +4,383 shares

    0.02% of the 13F portfolio, value $3,205,257.

    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 96,475 shares
    Change vs previous 13F +36,444 shares

    0.03% of the 13F portfolio, value $3,264,725.

    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 60,031 shares
    Change vs previous 13F +1,175 shares

    0.02% of the 13F portfolio, value $2,080,676.

    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 58,856 shares
    Change vs previous 13F +7,021 shares

    0.02% of the 13F portfolio, value $2,025,825.

    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 51,835 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,751,505.

    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).