Steward Partners Investment Advisory, LLC
Position in SPD — Simplify US Equity PLUS Downside Convexity ETF
CIK 1723397
STAMFORD, CT
All Filings in SPD
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPD | $1,509,058 | 41,493 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 SPD | $1,629,015 | 41,493 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 SPD | $1,639,388 | 41,493 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SPD | $1,577,397 | 41,493 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 SPD | $1,283,461 | 41,493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SPD | $1,384,704 | 41,493 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 SPD | $1,388,770 | 41,493 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SPD | $1,341,053 | 41,493 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 SPD | $1,290,017 | 41,493 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SPD | $1,192,342 | 41,493 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 SPD | $1,087,946 | 41,493 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 SPD | $1,133,173 | 41,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 SPD | $1,061,390 | 41,493 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 SPD | $1,006,205 | 41,493 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 SPD | $1,097,489 | 41,493 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SPD | $1,098,319 | 41,493 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 SPD | $1,300,390 | 41,493 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 SPD | $1,507,509 | 45,325 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 SPD | $1,379,239 | 45,325 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||