Steward Partners Investment Advisory, LLC
Position in PTBD — Pacer Trendpilot US Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in PTBD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PTBD | $87,953 | 4,634 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 PTBD | $100,569 | 5,184 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 PTBD | $108,747 | 5,484 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 PTBD | $97,446 | 4,934 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 PTBD | $661,157 | 32,959 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PTBD | $729,780 | 36,489 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 PTBD | $129,226 | 6,264 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 PTBD | $125,906 | 6,264 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 PTBD | $127,754 | 6,264 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 PTBD | $76,353 | 3,730 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 PTBD | $72,697 | 3,730 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 PTBD | $74,562 | 3,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 PTBD | $564,466 | 28,055 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 PTBD | $560,566 | 27,875 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 PTBD | $580,007 | 29,547 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 PTBD | $674,455 | 31,370 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 PTBD | $838,354 | 34,486 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 PTBD | $1,308,717 | 48,597 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 PTBD | $5,318,096 | 196,095 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 PTBD | $4,453,135 | 160,705 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 PTBD | $326,503 | 11,973 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 PTBD | $55,060 | 2,000 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||