Position in LIDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,440
-$370 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 55 holders
Holding Since
Sep 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LIDR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. LIDR ranks #71 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
79,979 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in LIDR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,440 | 1,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,810 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,840 | 1,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,490 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2023-09-30 | $104 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179 | 1,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $314 | 1,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $480 | 1,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,109 | 1,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,909 | 1,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,469 | 1,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,839 | 1,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,469 | 1,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||