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Steward Partners Investment Advisory, LLC: USTB position timeline

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

Steward Partners Investment Advisory, LLC held 214,983 USTB 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 214,983 shares
    Change vs previous 13F +34,559 shares

    0.06% of the 13F portfolio, value $10,882,458.

    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 180,424 shares
    Change vs previous 13F +130,578 shares

    0.05% of the 13F portfolio, value $9,125,831.

    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 49,846 shares
    Change vs previous 13F +4,755 shares

    0.01% of the 13F portfolio, value $2,534,173.

    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 45,091 shares
    Change vs previous 13F +1,493 shares

    0.01% of the 13F portfolio, value $2,299,211.

    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 43,598 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,215,629.

    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).