Steward Partners Investment Advisory, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,731,951 | 217,859 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,468,904 | 193,034 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,618,634 | 133,661 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,009,174 | 87,526 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $267,520 | 22,729 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $282,687 | 24,079 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $256,842 | 22,129 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $316,683 | 27,239 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $384,603 | 34,709 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $396,923 | 38,860 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $417,732 | 36,605 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $443,332 | 39,386 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $477,443 | 44,985 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $459,717 | 44,415 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $761,238 | 64,879 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $937,938 | 61,511 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,070,950 | 59,581 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $752,061 | 42,957 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $639,062 | 34,059 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,080,316 | 62,789 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $250,132 | 15,550 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $218,512 | 16,250 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $201,230 | 15,800 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $115,051 | 11,105 | Shares | Sole | 2020-04-29 |