Steward Partners Investment Advisory, LLC
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,568,710 | 133,787 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,600,118 | 134,791 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,646,113 | 145,072 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,413,942 | 149,193 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $2,438,649 | 137,699 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $2,123,848 | 122,412 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,619,704 | 96,182 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,382,282 | 84,440 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,209,436 | 81,334 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,047,511 | 74,450 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $753,076 | 51,056 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $758,184 | 54,156 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $828,161 | 61,711 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $818,887 | 65,511 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $810,932 | 61,856 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,097,307 | 62,596 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,101,729 | 57,114 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,012,060 | 57,114 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,065,333 | 58,567 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,402,418 | 81,394 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $882,992 | 55,921 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $653,698 | 48,566 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $624,147 | 50,213 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $395,372 | 40,468 | Shares | Sole | 2020-04-29 |