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Steward Partners Investment Advisory, LLC: VUSB position timeline

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

Steward Partners Investment Advisory, LLC held 155,431 VUSB 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 155,431 shares
    Change vs previous 13F +8,343 shares

    0.04% of the 13F portfolio, value $7,737,355.

    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 147,088 shares
    Change vs previous 13F +4,514 shares

    0.04% of the 13F portfolio, value $7,322,752.

    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 142,574 shares
    Change vs previous 13F +6,596 shares

    0.04% of the 13F portfolio, value $7,105,884.

    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 135,978 shares
    Change vs previous 13F +28,919 shares

    0.04% of the 13F portfolio, value $6,798,197.

    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 107,059 shares
    Change vs previous 13F -2,556 shares

    0.04% of the 13F portfolio, value $5,338,509.

    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 109,615 shares
    Change vs previous 13F -8,724 shares

    0.05% of the 13F portfolio, value $5,464,861.

    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 118,339 shares
    Change vs previous 13F +6,407 shares

    0.05% of the 13F portfolio, value $5,871,975.

    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 111,932 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,589,862.

    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).