Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in JPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,651,329 | 326,921 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,122,717 | 258,868 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,386,633 | 172,897 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $852,937 | 107,153 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $371,282 | 47,237 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $237,193 | 29,392 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $144,014 | 19,279 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $120,389 | 16,744 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $129,954 | 19,224 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $108,154 | 17,086 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $110,509 | 17,054 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $104,760 | 15,921 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $115,773 | 15,903 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $131,070 | 18,859 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $144,049 | 18,830 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $148,451 | 17,302 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $168,701 | 17,285 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $170,824 | 17,255 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $171,995 | 17,234 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $518,789 | 54,667 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $424,659 | 44,701 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $471,033 | 55,481 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $544,315 | 66,138 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $484,895 | 66,062 | Shares | Sole | 2020-04-29 |