Steward Partners Investment Advisory, LLC
Holdings in HPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,550 | 524 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $7,982 | 517 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $73,424 | 5,149 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $76,770 | 5,118 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $76,923 | 5,118 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $88,234 | 5,118 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $39,730 | 2,513 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $38,775 | 2,513 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $35,533 | 2,513 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $33,551 | 2,517 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $35,263 | 2,517 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $36,823 | 2,517 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $36,320 | 2,517 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $37,729 | 2,517 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $39,693 | 2,517 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $54,257 | 3,021 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $56,643 | 3,021 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $58,475 | 3,122 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $59,973 | 3,122 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $56,820 | 3,122 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $53,979 | 3,122 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $54,683 | 3,422 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $53,691 | 3,422 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $46,744 | 3,422 | Shares | Sole | 2020-04-29 |