Steward Partners Investment Advisory, LLC
Holdings in PDX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $128,586 | 6,847 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $170,695 | 6,847 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $168,778 | 6,847 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $168,025 | 6,847 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $186,751 | 7,147 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $168,597 | 7,147 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $163,691 | 7,347 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $145,224 | 6,847 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $132,771 | 6,483 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $90,147 | 4,546 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $74,796 | 4,746 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $69,291 | 4,746 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $70,905 | 4,746 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $77,743 | 5,746 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $86,618 | 6,746 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $39,240 | 2,646 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $24,845 | 1,929 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $22,332 | 1,829 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $30,850 | 2,468 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $47,599 | 4,599 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $37,386 | 4,627 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $31,903 | 5,154 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $9,954 | 1,410 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $322 | 60 | Shares | Sole | 2020-04-29 |