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Steward Partners Investment Advisory, LLC: VBR position timeline

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

Steward Partners Investment Advisory, LLC held 73,339 VBR 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 73,339 shares
    Change vs previous 13F -323 shares

    0.09% of the 13F portfolio, value $17,820,557.

    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 73,662 shares
    Change vs previous 13F -1,353 shares

    0.08% of the 13F portfolio, value $16,003,127.

    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 75,015 shares
    Change vs previous 13F +1,066 shares

    0.09% of the 13F portfolio, value $15,887,393.

    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 73,949 shares
    Change vs previous 13F -2,170 shares

    0.09% of the 13F portfolio, value $15,433,958.

    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 76,119 shares
    Change vs previous 13F -9,930 shares

    0.12% of the 13F portfolio, value $14,843,900.

    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 86,049 shares
    Change vs previous 13F +3,632 shares

    0.14% of the 13F portfolio, value $16,030,122.

    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 82,417 shares
    Change vs previous 13F +3,434 shares

    0.14% of the 13F portfolio, value $16,333,487.

    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 78,983 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $15,858,171.

    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).