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Steward Partners Investment Advisory, LLC: VBK position timeline

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

Steward Partners Investment Advisory, LLC held 65,040 VBK 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 65,040 shares
    Change vs previous 13F -23,469 shares

    0.12% of the 13F portfolio, value $23,785,056.

    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 88,509 shares
    Change vs previous 13F +2,528 shares

    0.14% of the 13F portfolio, value $26,751,822.

    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 85,981 shares
    Change vs previous 13F +10,602 shares

    0.14% of the 13F portfolio, value $25,975,653.

    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 75,379 shares
    Change vs previous 13F +23,726 shares

    0.13% of the 13F portfolio, value $22,434,343.

    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 51,653 shares
    Change vs previous 13F +10,283 shares

    0.11% of the 13F portfolio, value $14,304,723.

    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 41,370 shares
    Change vs previous 13F -2,288 shares

    0.09% of the 13F portfolio, value $10,415,865.

    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 43,658 shares
    Change vs previous 13F +953 shares

    0.11% of the 13F portfolio, value $12,226,965.

    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 42,705 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,417,972.

    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).