Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in MMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,255,785 | 120,286 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,128,011 | 109,092 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,055,844 | 106,651 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $1,212,573 | 117,840 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $1,313,341 | 128,759 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,299,878 | 119,915 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $895,212 | 86,494 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $852,531 | 81,582 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $789,690 | 77,649 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $142,379 | 15,944 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $175,204 | 17,644 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $154,652 | 15,044 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $151,493 | 15,044 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $204,107 | 21,042 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $157,936 | 14,942 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $165,492 | 14,242 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $175,821 | 13,442 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $173,980 | 13,042 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $176,719 | 13,042 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $211,321 | 16,268 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $208,881 | 16,268 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $198,306 | 16,268 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $227,613 | 18,952 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $217,097 | 18,152 | Shares | Sole | 2020-04-29 |