Steward Partners Investment Advisory, LLC
Position in MGMT — BALLAST SMALL/MID CAP ETF
CIK 1723397
STAMFORD, CT
All Filings in MGMT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MGMT | $2,224,903 | 49,313 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 MGMT | $1,759,191 | 39,684 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 MGMT | $1,748,168 | 39,686 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 MGMT | $1,686,940 | 42,729 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 MGMT | $1,802,118 | 46,687 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 MGMT | $2,271,830 | 54,631 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 MGMT | $2,055,669 | 53,376 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 MGMT | $1,988,900 | 55,432 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 MGMT | $3,688,733 | 97,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 MGMT | $3,267,154 | 88,280 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 MGMT | $2,562,871 | 74,381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 MGMT | $2,214,789 | 62,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 MGMT | $1,596,075 | 47,844 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 MGMT | $1,281,625 | 40,356 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||