Steward Partners Investment Advisory, LLC
Holdings in JRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $341,260 | 44,551 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $364,427 | 44,551 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $346,606 | 44,551 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $379,369 | 46,040 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $397,325 | 46,040 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $428,172 | 46,040 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $351,745 | 46,040 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $363,716 | 46,040 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $360,032 | 46,040 | Shares | Sole | 2024-02-12 |
| 2022-09-30 | $261,791 | 33,867 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $318,349 | 33,867 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $399,969 | 33,867 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $434,174 | 33,867 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $359,667 | 33,867 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $375,585 | 33,867 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $324,784 | 33,867 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $285,837 | 33,867 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $255,695 | 33,867 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $135,998 | 18,206 | Shares | Sole | 2020-08-06 |