Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,212 | 2,800 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $60,786 | 2,809 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $57,484 | 2,800 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $56,672 | 2,800 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $55,832 | 2,800 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $38,700 | 1,800 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $34,560 | 1,800 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $34,506 | 1,800 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $31,950 | 1,800 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $30,186 | 1,800 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $54,106 | 3,106 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $204,790 | 11,277 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $183,283 | 9,796 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $181,031 | 9,533 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $287,987 | 13,401 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $322,817 | 12,397 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $283,522 | 10,206 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $261,619 | 9,084 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $205,604 | 7,022 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $955,888 | 31,736 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $179,009 | 6,160 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $201,828 | 7,393 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $142,573 | 5,860 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $67,689 | 3,346 | Shares | Sole | 2020-04-29 |