Steward Partners Investment Advisory, LLC
Position in OAKM — Oakmark U.S. Large Cap ETF
CIK 1723397
STAMFORD, CT
All Filings in OAKM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OAKM | $11,080,027 | 401,960 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 OAKM | $10,077,584 | 355,345 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 OAKM | $9,030,939 | 337,227 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 OAKM | $7,297,074 | 284,154 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 OAKM | $2,394,633 | 97,940 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||