Steward Partners Investment Advisory, LLC
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,162,762 | 90,890 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,347,448 | 91,236 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $887,378 | 29,481 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $681,470 | 23,987 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $615,075 | 25,887 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $633,972 | 25,887 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $557,578 | 25,287 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $518,405 | 25,487 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $488,076 | 25,487 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $446,630 | 25,787 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $475,493 | 26,387 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $495,196 | 26,187 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $473,943 | 26,433 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $417,789 | 26,833 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $782,348 | 46,513 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $892,390 | 46,047 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $809,777 | 45,647 | Shares | Sole | 2022-02-08 |
| 2021-06-30 | $1,546,890 | 82,810 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $2,825,855 | 162,686 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,357,905 | 70,176 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,218,271 | 66,427 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $1,082,901 | 64,077 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $534,170 | 36,537 | Shares | Sole | 2020-04-29 |