Steward Partners Investment Advisory, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $908,512 | 35,600 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,074,199 | 40,142 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,134,413 | 43,381 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,110,994 | 42,179 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,094,231 | 41,152 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $613,975 | 23,533 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $372,684 | 15,659 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $382,442 | 15,446 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $301,684 | 14,546 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $307,683 | 14,371 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $315,965 | 14,996 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $306,327 | 14,994 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $412,954 | 20,494 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $410,289 | 20,494 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $420,215 | 20,619 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $376,336 | 17,200 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $339,700 | 17,200 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $415,324 | 21,722 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $394,956 | 21,200 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $283,745 | 16,750 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $463,718 | 28,731 | Shares | Sole | 2021-02-11 |