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Steward Partners Investment Advisory, LLC: VB position timeline

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

Steward Partners Investment Advisory, LLC held 119,902 VB 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 119,902 shares
    Change vs previous 13F +25,514 shares

    0.19% of the 13F portfolio, value $36,344,602.

    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 94,388 shares
    Change vs previous 13F -4,361 shares

    0.13% of the 13F portfolio, value $24,722,170.

    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 98,749 shares
    Change vs previous 13F -5,424 shares

    0.14% of the 13F portfolio, value $25,472,235.

    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 104,173 shares
    Change vs previous 13F +4,771 shares

    0.15% of the 13F portfolio, value $26,489,174.

    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 99,402 shares
    Change vs previous 13F +22,066 shares

    0.18% of the 13F portfolio, value $23,556,358.

    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 77,336 shares
    Change vs previous 13F +4,956 shares

    0.15% of the 13F portfolio, value $17,149,381.

    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 72,380 shares
    Change vs previous 13F +5,259 shares

    0.15% of the 13F portfolio, value $17,391,581.

    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 67,121 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $15,921,805.

    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).