Steward Partners Investment Advisory, LLC
Holdings in PLSE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,443 | 178 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,150 | 178 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,686 | 178 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $7,047 | 438 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $7,625 | 438 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $7,682 | 438 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,901 | 438 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,550 | 178 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $2,178 | 178 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $717 | 178 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,279 | 178 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $598 | 178 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $493 | 178 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $409 | 178 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $272 | 178 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $865 | 178 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $18,186 | 1,228 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $62,100 | 2,875 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $12,300 | 750 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $17,760 | 750 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $17,895 | 750 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $8,842 | 750 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $7,322 | 700 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $5,012 | 700 | Shares | Sole | 2020-04-29 |