Steward Partners Investment Advisory, LLC
Holdings in PMM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,694 | 12,551 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $75,614 | 12,519 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $74,660 | 12,485 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $116,470 | 19,000 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $134,922 | 22,600 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $143,220 | 22,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $136,400 | 22,000 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $125,790 | 21,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $127,680 | 21,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $113,781 | 20,801 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $122,208 | 20,067 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $114,998 | 18,760 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $89,603 | 14,268 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $86,517 | 15,340 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $158,608 | 23,959 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $145,726 | 20,612 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $180,381 | 20,568 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $157,692 | 18,908 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $156,132 | 17,803 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $141,647 | 17,380 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $140,062 | 17,356 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $134,295 | 17,532 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $70,910 | 9,674 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $69,480 | 9,650 | Shares | Sole | 2020-04-29 |