Steward Partners Investment Advisory, LLC
Position in DUSA — Davis Select U.S. Equity ETF
CIK 1723397
STAMFORD, CT
All Filings in DUSA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DUSA | $484,211 | 9,543 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 DUSA | $381,429 | 7,460 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 DUSA | $342,964 | 7,160 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 DUSA | $331,364 | 7,160 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 DUSA | $303,011 | 7,160 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 DUSA | $307,824 | 7,310 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 DUSA | $306,764 | 7,360 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DUSA | $303,025 | 7,460 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DUSA | $301,160 | 7,460 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DUSA | $269,386 | 7,640 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 DUSA | $258,861 | 8,197 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DUSA | $275,465 | 8,597 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DUSA | $252,685 | 8,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DUSA | $174,920 | 6,438 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 DUSA | $157,965 | 6,265 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 DUSA | $174,830 | 6,390 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 DUSA | $210,742 | 6,390 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 DUSA | $216,251 | 6,325 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 DUSA | $195,657 | 5,775 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 DUSA | $203,713 | 5,775 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 DUSA | $203,775 | 6,175 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 DUSA | $200,457 | 6,825 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 DUSA | $167,042 | 6,625 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 DUSA | $148,365 | 6,375 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 DUSA | $121,070 | 6,225 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||