Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,062,487 | 140,804 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,344,014 | 139,160 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $3,504,509 | 141,197 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,758,231 | 133,700 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,146,616 | 127,600 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $2,550,431 | 116,087 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,412,502 | 111,124 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,882,766 | 93,810 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,489,509 | 85,604 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,269,850 | 76,914 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $872,160 | 47,400 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $346,260 | 19,900 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $335,942 | 20,750 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $276,545 | 17,750 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $246,088 | 15,200 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $349,760 | 16,000 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $106,597 | 4,300 | Shares | Sole | 2022-02-08 |
| 2021-03-31 | $212,480 | 8,000 | Shares | Sole | 2021-05-17 |