Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,577,033 | 271,839 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,517,739 | 276,371 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,442,118 | 274,704 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,185,208 | 254,094 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $2,119,224 | 255,945 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $2,170,605 | 250,937 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,120,727 | 259,575 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $2,144,307 | 259,916 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,963,326 | 255,309 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,985,753 | 260,940 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,920,143 | 230,233 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $4,673,157 | 544,023 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $4,817,250 | 534,656 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $4,132,069 | 509,503 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $4,482,999 | 507,701 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $5,508,439 | 556,408 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $5,245,450 | 520,382 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $5,247,419 | 535,451 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $5,193,367 | 512,672 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $4,850,416 | 512,729 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,925,696 | 227,355 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $217,962 | 29,817 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $188,351 | 25,661 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $167,337 | 25,626 | Shares | Sole | 2020-04-29 |