Steward Partners Investment Advisory, LLC
Position in IQM — Franklin Intelligent Machines ETF
CIK 1723397
STAMFORD, CT
All Filings in IQM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IQM | $400,678 | 4,530 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IQM | $379,206 | 4,338 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IQM | $369,926 | 4,238 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IQM | $318,808 | 4,256 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IQM | $213,337 | 3,756 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IQM | $231,033 | 3,456 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IQM | $210,355 | 3,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IQM | $44,292 | 700 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||