Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in IDE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,985 | 1,137 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $13,791 | 1,137 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $13,291 | 1,137 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $12,029 | 1,137 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $11,540 | 1,137 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $12,916 | 1,137 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $11,631 | 1,137 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $11,961 | 1,137 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $11,574 | 1,137 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $10,721 | 1,137 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $11,222 | 1,137 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $31,700 | 3,285 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $49,105 | 5,355 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $47,338 | 5,355 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $52,318 | 5,355 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $71,094 | 6,113 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $121,174 | 10,031 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $272,338 | 21,683 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $163,673 | 12,777 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $105,811 | 8,547 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $72,512 | 7,040 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $66,950 | 7,040 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $9,020 | 1,000 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $8,130 | 1,000 | Shares | Sole | 2020-04-29 |