Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $362,693 | 30,973 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $358,357 | 30,973 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $385,389 | 33,955 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $336,946 | 31,055 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $334,462 | 31,055 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $349,679 | 31,055 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $339,244 | 31,974 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $334,448 | 31,974 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $297,818 | 30,022 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $277,449 | 29,422 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $285,162 | 28,318 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $323,857 | 32,614 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $310,852 | 32,516 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $444,323 | 50,434 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $492,740 | 50,434 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $543,784 | 48,080 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $641,946 | 52,705 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $320,069 | 27,333 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $310,210 | 24,718 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $284,009 | 24,718 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $269,673 | 24,718 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $236,551 | 24,718 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $180,091 | 19,118 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $141,079 | 17,018 | Shares | Sole | 2020-04-29 |