Steward Partners Investment Advisory, LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $453,474 | 57,915 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $472,844 | 57,805 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $488,973 | 57,730 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $487,499 | 57,556 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $512,989 | 57,510 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $516,084 | 58,513 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $504,597 | 58,335 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $508,714 | 58,272 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $497,967 | 60,580 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $459,727 | 55,996 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $212,982 | 26,994 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $195,274 | 23,814 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $188,606 | 23,814 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $193,131 | 23,814 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $198,608 | 23,814 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $316,816 | 31,650 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $321,880 | 31,650 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $318,715 | 31,650 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $136,131 | 13,586 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $55,545 | 5,750 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $67,735 | 7,750 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $64,402 | 7,750 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $53,325 | 6,750 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $50,962 | 6,750 | Shares | Sole | 2020-04-29 |