Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,582,780 | 330,820 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,117,713 | 282,146 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,687,018 | 246,064 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,202,606 | 205,467 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $59,140 | 5,654 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $63,777 | 5,654 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $60,554 | 5,654 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $60,441 | 5,654 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $62,477 | 6,054 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $536,378 | 55,411 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $412,587 | 40,649 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $329,712 | 32,042 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $246,520 | 24,408 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $254,317 | 26,658 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $409,975 | 37,647 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $439,788 | 35,015 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $429,406 | 28,532 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $385,294 | 25,432 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $295,929 | 18,982 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $314,988 | 21,457 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $283,226 | 19,254 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $273,791 | 19,254 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $243,144 | 18,420 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $145,038 | 12,439 | Shares | Sole | 2020-04-29 |