Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in BWG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,802 | 4,397 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $8,680 | 1,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $41,550 | 5,000 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $53,874 | 6,452 | Shares | Sole | 2025-05-13 |
| 2024-06-30 | $2,643 | 320 | Shares | Sole | 2024-08-08 |
| 2023-06-30 | $1,543 | 192 | Shares | Sole | 2023-08-14 |