Steward Partners Investment Advisory, LLC
Position in FGDL — Franklin Templeton Holdings Trust
CIK 1723397
STAMFORD, CT
Position in FGDL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$139,082
+$11,945 QoQ
Shares Held
2,606
+27.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 96 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FGDL Over Time
Shares Held
Position Value (USD)
All Filings in FGDL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,082 | 2,606 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $127,137 | 2,045 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $238,867 | 4,147 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $199,769 | 3,867 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||