Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in PFD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,935 | 500 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $9,015 | 750 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $8,482 | 750 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $8,415 | 750 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $8,430 | 750 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $8,962 | 750 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $7,830 | 750 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $7,957 | 750 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $7,410 | 750 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $6,847 | 750 | Shares | Sole | 2023-11-13 |
| 2021-12-31 | $9,992 | 571 | Shares | Sole | 2022-02-08 |