Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in LGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $823,255 | 47,205 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $729,350 | 42,159 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $698,191 | 41,559 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $424,684 | 27,559 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $403,638 | 25,259 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $523,502 | 28,859 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $480,674 | 28,852 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $459,722 | 28,152 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $425,160 | 27,752 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $364,711 | 26,352 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $409,793 | 26,252 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $385,009 | 24,952 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $300,881 | 20,552 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $269,679 | 19,932 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $230,400 | 14,932 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $235,062 | 13,132 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $223,967 | 11,082 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $240,099 | 11,987 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $188,281 | 9,052 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $174,069 | 9,052 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $161,216 | 9,052 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $140,487 | 9,052 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $106,407 | 7,552 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $42,659 | 3,552 | Shares | Sole | 2020-04-29 |