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Steward Partners Investment Advisory, LLC: TBIL position timeline

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

Steward Partners Investment Advisory, LLC held 562,324 TBIL 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 562,324 shares
    Change vs previous 13F +2,827 shares

    0.14% of the 13F portfolio, value $28,037,493.

    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 559,497 shares
    Change vs previous 13F +224,969 shares

    0.14% of the 13F portfolio, value $27,896,529.

    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 334,528 shares
    Change vs previous 13F +34,411 shares

    0.09% of the 13F portfolio, value $16,686,266.

    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 300,117 shares
    Change vs previous 13F +4,860 shares

    0.09% of the 13F portfolio, value $15,005,870.

    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 295,257 shares
    Change vs previous 13F -87,984 shares

    0.12% of the 13F portfolio, value $14,761,379.

    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 383,241 shares
    Change vs previous 13F +192,167 shares

    0.17% of the 13F portfolio, value $19,165,884.

    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 191,074 shares
    Change vs previous 13F +1,638 shares

    0.08% of the 13F portfolio, value $9,526,950.

    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 189,436 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,479,377.

    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).