Steward Partners Investment Advisory, LLC
Position in RUNN — Running Oak Efficient Growth ETF
CIK 1723397
STAMFORD, CT
All Filings in RUNN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,791 | 3,636 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,385 | 1,378 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,969 | 479 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,414 | 479 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $69,198 | 2,045 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,366 | 2,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $73,863 | 2,254 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $65,322 | 1,954 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,325 | 371 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,239 | 136 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,818 | 136 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||