Steward Partners Investment Advisory, LLC
Position in DIAL — Columbia Diversified Fixed Income Allocation ETF
CIK 1723397
STAMFORD, CT
All Filings in DIAL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DIAL | $32,504 | 1,785 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DIAL | $31,915 | 1,785 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DIAL | $31,291 | 1,785 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 DIAL | $40,286 | 2,180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DIAL | $38,461 | 2,180 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DIAL | $38,762 | 2,180 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DIAL | $41,713 | 2,311 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 DIAL | $38,905 | 2,311 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DIAL | $40,696 | 2,311 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DIAL | $41,297 | 2,311 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DIAL | $39,957 | 2,311 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 DIAL | $38,663 | 2,311 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 DIAL | $40,812 | 2,311 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 DIAL | $43,053 | 2,209 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 DIAL | $41,554 | 1,950 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 DIAL | $32,104 | 1,503 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 DIAL | $34,824 | 1,616 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 DIAL | $55,080 | 2,608 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 DIAL | $34,460 | 1,560 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 DIAL | $18,348 | 853 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 DIAL | $13,368 | 633 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||