Steward Partners Investment Advisory, LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $49,280 | 4,000 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $52,258 | 4,164 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $97,671 | 8,391 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $103,025 | 8,607 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $105,285 | 8,855 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $88,292 | 6,855 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $28,320 | 2,295 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $27,540 | 2,295 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $16,093 | 1,372 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $17,742 | 1,706 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $59,371 | 5,023 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $61,280 | 5,023 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $61,322 | 5,089 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $82,100 | 7,133 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $93,294 | 7,249 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $101,051 | 7,249 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $120,370 | 7,064 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $115,213 | 7,064 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $136,273 | 8,264 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $153,675 | 9,807 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $260,071 | 16,618 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $555,111 | 37,737 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $612,636 | 42,397 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $594,954 | 42,076 | Shares | Sole | 2020-04-29 |