Steward Partners Investment Advisory, LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1723397
STAMFORD, CT
Position in BTAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$47,108
-$11,873 QoQ
Shares Held
4,225
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 42 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,108 | 4,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $58,981 | 4,225 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $59,373 | 4,126 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $58,977 | 2,830 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,772 | 3,992 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $78,243 | 3,992 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,283 | 3,990 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $71,899 | 3,990 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $13,976 | 745 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||