Steward Partners Investment Advisory, LLC BATL HALCON RES CORP

Ownership history in Steward Partners Investment Advisory, LLC  ·  15 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported HALCON RES CORP (BATL) in 15 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows BATL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BATL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in HALCON RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BATL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steward Partners Investment Advisory, LLC held BATL — position size vs. price
% of Fund (quarterly)    BATL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10 0% 0.00% $39 2026-05-08 $2.89
2025 Q4 UNCHANGED 10 0% 0.00% $11 2026-02-12 $2.70
2025 Q3 REDUCED 64.3% -5.8% 10 -18 -64.3% 0.00% $12 2025-11-12 $1.09
2025 Q2 UNCHANGED 28 0% 0.00% $36 2025-08-12 $1.28
2025 Q1 ADDED 28 +18 +180.0% 0.00% $36 2025-05-13 $1.32
2024 Q4 UNCHANGED 10 0% 0.00% $17 2025-02-06 $1.72
2024 Q3 UNCHANGED 10 0% 0.00% $67 2024-11-14 $6.55
2024 Q2 UNCHANGED 10 0% 0.00% $33 2024-08-08 $3.14
2024 Q1 UNCHANGED 10 0% 0.00% $57 2024-05-15 $5.66
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steward Partners Investment Advisory, LLC and BATL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning BATL?

Steward Partners Investment Advisory, LLC reported BATL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BATL position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for BATL was 0.00% in 2024 Q1.

What is the latest reported BATL position on this page?

The most recent filing on this page is 2026 Q1, when Steward Partners Investment Advisory, LLC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $39.

What does the chart on this BATL ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly BATL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Steward Partners Investment Advisory, LLC time their BATL position?

Based on 13F filing dates vs. subsequent BATL price moves, Steward Partners Investment Advisory, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on BATL relative to SPY over the holding period was -43.9%.

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