Steward Partners Investment Advisory, LLC
Position in MORT — VanEck Mortgage REIT Income ETF
CIK 1723397
STAMFORD, CT
All Filings in MORT
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MORT | $2,263,017 | 220,567 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 MORT | $1,525,043 | 145,104 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 MORT | $875,277 | 81,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 MORT | $725,271 | 68,681 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 MORT | $775,711 | 69,446 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 MORT | $728,139 | 68,563 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 MORT | $621,242 | 51,470 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 MORT | $9,219 | 790 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 MORT | $8,729 | 790 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 MORT | $11,060 | 790 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 MORT | $13,493 | 790 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 MORT | $933,506 | 51,977 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||