Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in NQP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $215,268 | 18,105 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $184,860 | 15,405 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $142,494 | 12,700 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $129,030 | 11,500 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $128,570 | 11,500 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $141,344 | 11,200 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $128,100 | 10,500 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $111,108 | 9,400 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $104,220 | 9,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $56,952 | 5,600 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $61,820 | 5,500 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $57,150 | 5,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $47,859 | 4,300 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $32,910 | 3,000 | Shares | Sole | 2022-11-10 |