Steward Partners Investment Advisory, LLC
Position in PATK — Patrick Industries Inc
CIK 1723397
STAMFORD, CT
Position in PATK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,332
+$80 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $565,553 across 6 Recreational Vehicles names. PATK ranks #5 (0.6% of the industry book) .
All Filings in PATK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,332 | 30 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,252 | 30 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,344 | 42 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,107 | 12 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,014 | 12 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $996 | 12 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||