Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $153,790 | 6,500 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $148,800 | 6,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $175,425 | 7,500 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $176,483 | 7,375 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $162,397 | 7,375 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $127,710 | 5,500 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $142,824 | 7,067 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $112,651 | 5,730 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $177,179 | 9,340 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $248,249 | 13,978 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $308,121 | 15,104 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $582,547 | 27,324 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $546,811 | 23,920 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $498,806 | 23,798 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $346,958 | 15,118 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $386,416 | 15,118 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $392,720 | 15,018 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $340,179 | 14,868 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $370,213 | 14,868 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $391,296 | 16,658 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $326,288 | 15,508 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $318,573 | 16,688 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $315,632 | 16,388 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $279,469 | 15,888 | Shares | Sole | 2020-04-29 |