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Steward Partners Investment Advisory, LLC: SBUX position timeline

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

Steward Partners Investment Advisory, LLC held 138,965 SBUX 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 138,965 shares
    Change vs previous 13F -5,922 shares

    0.07% of the 13F portfolio, value $14,200,804.

    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 144,887 shares
    Change vs previous 13F -18,299 shares

    0.07% of the 13F portfolio, value $12,980,385.

    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 163,186 shares
    Change vs previous 13F +1,411 shares

    0.08% of the 13F portfolio, value $13,741,925.

    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 161,775 shares
    Change vs previous 13F +10,761 shares

    0.08% of the 13F portfolio, value $13,686,221.

    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 151,014 shares
    Change vs previous 13F +7,366 shares

    0.11% of the 13F portfolio, value $13,837,439.

    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 143,648 shares
    Change vs previous 13F +11,097 shares

    0.12% of the 13F portfolio, value $14,090,439.

    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 132,551 shares
    Change vs previous 13F +1,763 shares

    0.11% of the 13F portfolio, value $12,095,255.

    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 130,788 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,750,530.

    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).