Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in DSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,356 | 4,758 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $28,167 | 4,758 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $26,644 | 4,758 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $28,255 | 4,897 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $28,451 | 4,897 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $30,508 | 4,897 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $30,103 | 5,068 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $29,698 | 5,068 | Shares | Sole | 2024-05-15 |
| 2023-09-30 | $8,697 | 1,750 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $9,975 | 1,750 | Shares | Sole | 2023-08-14 |
| 2021-03-31 | $32,095 | 4,099 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $32,259 | 4,099 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $29,881 | 4,099 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $29,676 | 4,099 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $29,389 | 4,099 | Shares | Sole | 2020-04-29 |