Steward Partners Investment Advisory, LLC
Position in SEPI — Shelton Equity Premium Income ETF
CIK 1723397
STAMFORD, CT
All Filings in SEPI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,905,453 | 212,045 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,753,509 | 189,723 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||