Steward Partners Investment Advisory, LLC
Holdings in CBFV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $211,948 | 6,080 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $201,916 | 6,080 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $173,280 | 6,080 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $172,976 | 6,080 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $173,766 | 6,080 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $169,996 | 6,080 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $137,772 | 6,080 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $131,449 | 6,080 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $144,764 | 6,080 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $130,112 | 6,080 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $125,856 | 6,080 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $131,996 | 6,080 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $130,294 | 6,080 | Shares | Sole | 2023-02-15 |