Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in NPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $205,658 | 18,578 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $215,504 | 18,578 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $107,735 | 9,568 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $114,241 | 9,568 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $121,035 | 9,568 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $189,821 | 14,568 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $181,010 | 15,740 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $174,241 | 15,740 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $115,777 | 10,740 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $102,030 | 10,740 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $78,119 | 7,240 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $70,908 | 6,220 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $58,032 | 5,200 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $64,428 | 5,200 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $64,168 | 5,200 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $73,944 | 5,200 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $88,504 | 5,200 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $86,528 | 5,200 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $86,008 | 5,200 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $199,838 | 12,260 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $3,180 | 200 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $3,010 | 200 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $2,856 | 200 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $2,584 | 200 | Shares | Sole | 2020-04-29 |