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Steward Partners Investment Advisory, LLC: PBT position timeline

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

Steward Partners Investment Advisory, LLC held 32,151 PBT 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 32,151 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $805,061.

    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 32,217 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $693,310.

    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 32,217 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $547,045.

    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 32,217 shares
    Change vs previous 13F +1,322 shares

    <0.01% of the 13F portfolio, value $587,960.

    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 30,895 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $384,952.

    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 30,854 shares
    Change vs previous 13F +1,387 shares

    <0.01% of the 13F portfolio, value $305,763.

    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 29,467 shares
    Change vs previous 13F +9,179 shares

    <0.01% of the 13F portfolio, value $326,494.

    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 20,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $241,224.

    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).