Steward Partners Investment Advisory, LLC

Position in STPZ — PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

CIK 1723397 STAMFORD, CT

All Filings in STPZ

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 STPZ	$780,536	14,425	-11.9%	Shares	Sole	2026-05-08
2025-12-31 STPZ	$878,414	16,370	0.0%	Shares	Sole	2026-02-12
2025-09-30 STPZ	$886,926	16,370	0.0%	Shares	Sole	2025-11-12
2025-06-30 STPZ	$880,869	16,370	-14.1%	Shares	Sole	2025-08-12
2025-03-31 STPZ	$1,029,567	19,059	-1.9%	Shares	Sole	2025-05-13
2024-12-31 STPZ	$1,016,293	19,432	-4.8%	Shares	Sole	2025-02-06
2024-09-30 STPZ	$1,077,739	20,404	-2.6%	Shares	Sole	2024-11-14
2024-06-30 STPZ	$1,081,961	20,952	-1.4%	Shares	Sole	2024-08-08
2024-03-31 STPZ	$1,094,890	21,260	-64.6%	Shares	Sole	2024-05-15
2023-12-31 STPZ	$3,070,432	60,028	-4.4%	Shares	Sole	2024-02-12
2023-09-30 STPZ	$3,146,202	62,811	-5.1%	Shares	Sole	2023-11-13
2023-06-30 STPZ	$3,330,765	66,218	-32.4%	Shares	Sole	2023-08-14
2023-03-31 STPZ	$4,998,449	97,932	-12.5%	Shares	Sole	2023-05-15
2022-12-31 STPZ	$5,578,607	111,863	+6.4%	Shares	Sole	2023-02-15
2022-09-30 STPZ	$5,194,226	105,125	+3.3%	Shares	Sole	2022-11-10
2022-06-30 STPZ	$5,319,932	101,739	+232.2%	Shares	Sole	2022-08-04
2022-03-31 STPZ	$1,668,722	30,630	-13.0%	Shares	Sole	2022-05-02
2021-12-31 STPZ	$1,943,163	35,215	+43.6%	Shares	Sole	2022-02-08
2021-09-30 STPZ	$1,345,002	24,517	-6.8%	Shares	Sole	2021-11-12
2021-06-30 STPZ	$1,447,912	26,297	+12.6%	Shares	Sole	2021-08-13
2021-03-31 STPZ	$1,280,733	23,354	+4.8%	Shares	Sole	2021-05-14
2020-12-31 STPZ	$1,207,022	22,278	+0.3%	Shares	Sole	2021-02-11
2020-09-30 STPZ	$1,196,633	22,201	-3.4%	Shares	Sole	2020-10-30
2020-06-30 STPZ	$1,222,784	22,989	-1.4%	Shares	Sole	2020-08-06
2020-03-31 STPZ	$1,206,135	23,325	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.