Steward Partners Investment Advisory, LLC
Holdings in COEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $71,250 | 5,000 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $43,650 | 2,500 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $7,800 | 1,000 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $9,370 | 1,000 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $5,500 | 1,000 | Shares | Sole | 2025-02-06 |