Steward Partners Investment Advisory, LLC
Position in PAPL — Pineapple Financial Inc.
CIK 1723397
STAMFORD, CT
Position in PAPL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$8,085
-$9,727 QoQ
Shares Held
12,633
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAPL Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $4,600,656 across 5 Mortgage Finance names.
All Filings in PAPL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,085 | 12,633 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,812 | 12,633 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,831 | 4,233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,000 | 20,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,300 | 20,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,040 | 20,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,680 | 20,000 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||