Steward Partners Investment Advisory, LLC
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,270,422 | 87,797 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,303,360 | 90,637 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,245,897 | 87,925 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,216,864 | 85,394 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,392,582 | 101,797 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,420,472 | 101,899 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,346,088 | 104,510 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,380,291 | 106,258 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,172,679 | 95,185 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,584,586 | 134,515 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $2,344,548 | 188,772 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,082,076 | 170,662 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,976,485 | 166,511 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,850,138 | 160,324 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,761,856 | 143,124 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,813,883 | 126,403 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,845,156 | 114,963 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,813,179 | 111,649 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,724,750 | 106,008 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,422,554 | 90,840 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,593,750 | 106,250 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,463,763 | 105,993 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $591,235 | 44,689 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $267,196 | 23,074 | Shares | Sole | 2020-04-29 |