Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in IAE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,455 | 612 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $4,590 | 612 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,308 | 612 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,776 | 612 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,708 | 612 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $4,192 | 612 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,880 | 612 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $3,873 | 612 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $3,678 | 612 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $3,543 | 612 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,757 | 612 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $7,192 | 1,122 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $6,877 | 1,122 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $6,720 | 1,122 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $7,809 | 1,122 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $9,121 | 1,122 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $9,099 | 1,122 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $9,649 | 1,122 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $10,883 | 1,122 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $10,434 | 1,122 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $9,682 | 1,122 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $8,886 | 1,122 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $8,605 | 1,122 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $7,304 | 1,122 | Shares | Sole | 2020-04-29 |