Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: PDBC position timeline

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

Steward Partners Investment Advisory, LLC held 9,592 PDBC 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 9,592 shares
    Change vs previous 13F -284,794 shares

    <0.01% of the 13F portfolio, value $152,321.

    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 294,386 shares
    Change vs previous 13F +288,249 shares

    0.03% of the 13F portfolio, value $5,098,765.

    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 6,137 shares
    Change vs previous 13F -17,854 shares

    <0.01% of the 13F portfolio, value $81,316.

    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 23,991 shares
    Change vs previous 13F -3,376 shares

    <0.01% of the 13F portfolio, value $322,204.

    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 27,367 shares
    Change vs previous 13F -287,707 shares

    <0.01% of the 13F portfolio, value $356,866.

    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 315,074 shares
    Change vs previous 13F +298,672 shares

    0.04% of the 13F portfolio, value $4,294,459.

    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 16,402 shares
    Change vs previous 13F -5,667 shares

    <0.01% of the 13F portfolio, value $213,063.

    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 22,069 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $296,387.

    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).