Steward Partners Investment Advisory, LLC
Position in USMC — Principal U.S. Mega-Cap ETF
CIK 1723397
STAMFORD, CT
All Filings in USMC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 USMC | $706,853 | 10,991 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 USMC | $736,658 | 10,762 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 USMC | $769,536 | 11,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 USMC | $718,564 | 11,486 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 USMC | $66,489 | 1,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 USMC | $18,009 | 300 | Shares | Sole | 2025-02-06 | |
| 2021-03-31 USMC | $5,906 | 160 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||