Steward Partners Investment Advisory, LLC
Holdings in CERS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $92,205 | 44,760 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $9,158 | 5,760 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $8,121 | 5,760 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $8,006 | 5,760 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $8,870 | 5,760 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $10,022 | 5,760 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $10,137 | 5,760 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $11,453 | 6,060 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $13,089 | 6,060 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $9,817 | 6,060 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $14,907 | 6,060 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $17,998 | 6,060 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $22,119 | 6,060 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $25,416 | 7,060 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $37,347 | 7,060 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $38,759 | 7,060 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $48,078 | 7,060 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $44,822 | 7,360 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $43,497 | 7,360 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $44,233 | 7,360 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $53,007 | 7,660 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $47,951 | 7,660 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $52,866 | 8,010 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $29,574 | 6,360 | Shares | Sole | 2020-04-29 |