Steward Partners Investment Advisory, LLC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,785 | 250 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $116,116 | 10,150 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $102,414 | 8,450 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $100,450 | 8,200 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $93,440 | 7,300 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $93,075 | 7,300 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $95,484 | 7,300 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $95,119 | 7,300 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $92,418 | 7,300 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $76,293 | 6,300 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $74,025 | 6,300 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $71,379 | 6,300 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $68,922 | 6,300 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $69,993 | 6,300 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $73,620 | 6,000 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $64,368 | 4,800 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $70,848 | 4,800 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $70,128 | 4,800 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $62,967 | 4,450 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $93,772 | 6,800 | Shares | Sole | 2021-05-17 |
| 2020-03-31 | $12,350 | 1,250 | Shares | Sole | 2020-04-29 |