Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,726,251 | 49,209 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,529,689 | 42,515 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,264,316 | 35,695 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,198,181 | 35,127 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $993,038 | 27,824 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $344,698 | 10,395 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $153,914 | 5,495 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $179,757 | 6,077 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $254,386 | 8,457 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $244,428 | 9,308 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $276,192 | 10,298 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,157,467 | 70,644 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,912,259 | 87,429 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $2,523,032 | 79,944 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,636,155 | 70,998 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $2,490,550 | 61,954 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $2,638,624 | 56,635 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $2,399,701 | 56,437 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,973,027 | 52,558 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,008,797 | 52,258 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,243,075 | 40,958 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $767,151 | 35,798 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $810,089 | 35,298 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $680,835 | 37,123 | Shares | Sole | 2020-04-29 |