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 2025
3 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $3,833,791 across 6 Mortgage Finance names. PAPL ranks #4 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
963,777 | $3,488,872 | |
| 2 | RKT |
Rocket Companies, Inc.
|
22,101 | $314,939 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
294 | $13,047 | |
| 4 | PAPL |
Pineapple Financial Inc.
This page
|
12,633 | $8,085 | |
| 5 | LDI |
loanDepot, Inc.
|
5,000 | $7,100 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
|
20 | $1,748 |
All Filings in PAPL
Export CSV
3 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 | |
| No filing history on record for this holder in this stock. | ||||||