Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in CCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $533,765 | 25,588 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $636,607 | 30,257 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $571,032 | 28,318 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $597,738 | 28,076 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $711,334 | 29,267 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $795,959 | 31,337 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $707,757 | 31,540 | Shares | Sole | 2024-08-08 |
| 2023-12-31 | $639,883 | 32,350 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $587,514 | 31,519 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $418,734 | 19,261 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $236,153 | 11,087 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $213,628 | 10,426 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $208,832 | 10,426 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $212,813 | 9,926 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $254,601 | 9,926 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $62,980 | 2,000 | Shares | Sole | 2022-02-08 |