Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $452,092 | 19,345 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $423,131 | 18,397 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $392,775 | 18,397 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $307,359 | 16,641 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $319,389 | 15,890 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $256,186 | 13,011 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $260,089 | 13,011 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $262,452 | 13,466 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $287,090 | 15,110 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $270,425 | 14,500 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $187,062 | 10,106 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $181,200 | 10,106 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $173,014 | 10,106 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $169,533 | 10,306 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $181,179 | 10,306 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $206,712 | 9,900 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $238,077 | 10,763 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,168,489 | 57,846 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,182,874 | 57,449 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $211,444 | 10,950 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $190,530 | 10,950 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $164,649 | 10,650 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $149,764 | 10,350 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $134,446 | 10,350 | Shares | Sole | 2020-04-29 |