Steward Partners Investment Advisory, LLC
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $599,259 | 44,339 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $627,436 | 44,339 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $591,736 | 44,139 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $927,628 | 72,189 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $862,339 | 71,589 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $965,033 | 71,089 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $859,139 | 71,089 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $858,009 | 72,851 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $784,597 | 67,414 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $868,036 | 82,308 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,037,562 | 91,491 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,100,448 | 94,391 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,087,405 | 93,591 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,032,134 | 93,216 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,187,795 | 91,516 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,380,299 | 90,966 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,428,641 | 89,246 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,322,010 | 87,296 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,454,455 | 91,141 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $800,889 | 54,789 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $652,601 | 48,824 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $575,288 | 48,036 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $485,328 | 41,843 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $518,690 | 52,920 | Shares | Sole | 2020-04-29 |