Steward Partners Investment Advisory, LLC
Holdings in DBE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $758,460 | 43,415 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $699,403 | 36,772 | Shares | Sole | 2025-11-12 |
| 2022-06-30 | $28,917 | 1,105 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $40,390 | 1,750 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $29,890 | 1,750 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $29,645 | 1,750 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $42,872 | 2,750 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $35,915 | 2,750 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $10,840 | 1,000 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $9,550 | 1,000 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $9,270 | 1,000 | Shares | Sole | 2020-08-06 |