Steward Partners Investment Advisory, LLC
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $436,105 | 34,339 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $608,157 | 45,589 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $528,512 | 40,130 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $519,053 | 39,683 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $562,636 | 44,163 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $583,834 | 44,163 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $520,605 | 44,194 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $505,225 | 43,367 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $455,564 | 42,776 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $482,818 | 50,189 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $634,494 | 53,862 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,358,749 | 109,665 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,413,462 | 109,232 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,399,453 | 103,357 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,495,877 | 106,696 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,669,340 | 101,727 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $1,640,437 | 98,171 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,604,311 | 96,529 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,632,795 | 96,387 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,551,495 | 103,918 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,264,431 | 89,233 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $1,014,662 | 81,499 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $634,782 | 47,728 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $296,802 | 24,348 | Shares | Sole | 2020-04-29 |