Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BGB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,584,798 | 134,533 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,714,375 | 140,869 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,708,326 | 140,951 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,652,556 | 136,801 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,501,758 | 122,793 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,593,493 | 129,342 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,533,738 | 128,994 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,546,488 | 129,957 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,382,443 | 122,124 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,257,124 | 114,388 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,210,650 | 110,764 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,131,541 | 106,248 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,063,469 | 100,517 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $2,367,768 | 222,744 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,495,835 | 223,441 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $2,554,524 | 195,749 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $2,412,092 | 178,806 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $2,279,072 | 164,554 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $2,185,644 | 156,902 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,365,408 | 177,450 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,688,144 | 135,268 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,597,288 | 130,711 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $1,274,768 | 111,626 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $829,271 | 79,661 | Shares | Sole | 2020-04-29 |