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Steward Partners Investment Advisory, LLC: SPIB position timeline

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

Steward Partners Investment Advisory, LLC held 139,271 SPIB 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 139,271 shares
    Change vs previous 13F +1,380 shares

    0.02% of the 13F portfolio, value $4,660,015.

    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 137,891 shares
    Change vs previous 13F +12,200 shares

    0.02% of the 13F portfolio, value $4,624,856.

    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 125,691 shares
    Change vs previous 13F +6,245 shares

    0.02% of the 13F portfolio, value $4,249,611.

    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 119,446 shares
    Change vs previous 13F -4,121 shares

    0.02% of the 13F portfolio, value $4,048,014.

    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 123,567 shares
    Change vs previous 13F +4,087 shares

    0.03% of the 13F portfolio, value $4,149,394.

    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 119,480 shares
    Change vs previous 13F +3,651 shares

    0.04% of the 13F portfolio, value $3,971,530.

    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 115,829 shares
    Change vs previous 13F +1,665 shares

    0.03% of the 13F portfolio, value $3,794,554.

    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 114,164 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,848,456.

    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).