Steward Partners Investment Advisory, LLC
Holdings in ASA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $849,999 | 14,245 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $371,621 | 8,114 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $228,945 | 7,252 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $89,817 | 2,980 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $26,427 | 1,307 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $11,283 | 543 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $9,524 | 543 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $8,340 | 543 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $8,177 | 543 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $7,238 | 543 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $8,074 | 543 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $8,704 | 543 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $7,770 | 543 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $6,803 | 543 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $7,965 | 543 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $12,168 | 543 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $11,451 | 543 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $146,435 | 7,752 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $167,210 | 7,752 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $243,589 | 12,210 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $252,970 | 11,567 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $246,145 | 11,567 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $126,301 | 7,209 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $74,324 | 7,209 | Shares | Sole | 2020-04-29 |