Steward Partners Investment Advisory, LLC
Position in CODA — Coda Octopus Group, Inc.
CIK 1723397
STAMFORD, CT
Position in CODA
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$169
New position
Shares Held
15
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $220,015,136 across 55 Aerospace & Defense names. CODA ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
208,779 | $40,273,469 | |
| 2 | LMT |
Lockheed Martin Corp
|
56,955 | $34,423,032 | |
| 3 | GE |
General Electric Co
|
102,753 | $29,158,218 | |
| 4 | BA |
Boeing Co
|
102,538 | $20,408,138 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
56,005 | $19,330,125 | |
| 6 | GD |
General Dynamics Corp
|
54,198 | $18,601,837 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
13,703 | $9,348,734 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
20,712 | $8,796,179 |
All Filings in CODA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169 | 15 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||