Steward Partners Investment Advisory, LLC

Position in CSM — ProShares Large Cap Core Plus

CIK 1723397 STAMFORD, CT

All Filings in CSM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CSM	$603,797	8,070	-3.8%	Shares	Sole	2026-05-08
2025-12-31 CSM	$668,515	8,390	-1.2%	Shares	Sole	2026-02-12
2025-09-30 CSM	$649,926	8,488	-3.1%	Shares	Sole	2025-11-12
2025-06-30 CSM	$617,105	8,757	-3.2%	Shares	Sole	2025-08-12
2025-03-31 CSM	$576,156	9,042	+23.1%	Shares	Sole	2025-05-13
2024-12-31 CSM	$485,996	7,348	+35.9%	Shares	Sole	2025-02-06
2024-09-30 CSM	$353,390	5,406	+39.2%	Shares	Sole	2024-11-14
2024-06-30 CSM	$240,862	3,883	+2.2%	Shares	Sole	2024-08-08
2024-03-31 CSM	$230,872	3,801	+41.0%	Shares	Sole	2024-05-15
2023-12-31 CSM	$147,659	2,696	0.0%	Shares	Sole	2024-02-12
2023-09-30 CSM	$131,591	2,696	-8.6%	Shares	Sole	2023-11-13
2023-06-30 CSM	$150,509	2,950	0.0%	Shares	Sole	2023-08-14
2023-03-31 CSM	$140,626	2,950	0.0%	Shares	Sole	2023-05-15
2022-12-31 CSM	$132,484	2,950	-4.8%	Shares	Sole	2023-02-15
2022-09-30 CSM	$130,975	3,100	0.0%	Shares	Sole	2022-11-10
2022-06-30 CSM	$138,291	3,100	0.0%	Shares	Sole	2022-08-04
2022-03-31 CSM	$166,842	3,100	+100.0%	Shares	Sole	2022-05-02
2021-12-31 CSM	$86,304	1,550	0.0%	Shares	Sole	2022-02-08
2021-09-30 CSM	$77,631	1,550	-3.1%	Shares	Sole	2021-11-12
2021-06-30 CSM	$79,432	1,600	-61.8%	Shares	Sole	2021-08-13
2021-03-31 CSM	$191,140	4,188	+161.8%	Shares	Sole	2021-05-14
2020-12-31 CSM	$67,504	1,600	+45.5%	Shares	Sole	2021-02-11
2020-09-30 CSM	$41,948	1,100	-4.3%	Shares	Sole	2020-10-30
2020-06-30 CSM	$40,807	1,150	0.0%	Shares	Sole	2020-08-06
2020-03-31 CSM	$34,040	1,150	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.