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Steward Partners Investment Advisory, LLC: VTEB position timeline

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

Steward Partners Investment Advisory, LLC held 370,653 VTEB 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 370,653 shares
    Change vs previous 13F +23,679 shares

    0.1% of the 13F portfolio, value $18,747,605.

    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 346,974 shares
    Change vs previous 13F +169,774 shares

    0.09% of the 13F portfolio, value $17,310,509.

    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 177,200 shares
    Change vs previous 13F +12,374 shares

    0.05% of the 13F portfolio, value $8,911,404.

    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 164,826 shares
    Change vs previous 13F -16,091 shares

    0.05% of the 13F portfolio, value $8,252,819.

    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 180,917 shares
    Change vs previous 13F -7,030 shares

    0.07% of the 13F portfolio, value $8,870,359.

    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 187,947 shares
    Change vs previous 13F +15,325 shares

    0.08% of the 13F portfolio, value $9,325,964.

    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 172,622 shares
    Change vs previous 13F +25,531 shares

    0.08% of the 13F portfolio, value $8,653,513.

    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 147,091 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,519,333.

    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).