Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,433,120 | 188,614 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $8,029,376 | 556,051 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,639,346 | 333,526 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $918,397 | 63,513 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $629,549 | 43,810 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $433,772 | 30,144 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $284,311 | 19,868 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $166,811 | 11,218 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $142,793 | 10,785 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $160,564 | 12,285 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $171,990 | 12,285 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $123,265 | 9,885 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $118,718 | 9,885 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $116,148 | 9,885 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $123,661 | 9,885 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $151,734 | 9,885 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $135,330 | 8,182 | Shares | Sole | 2022-02-08 |
| 2021-03-31 | $977,828 | 53,521 | Shares | Sole | 2021-05-17 |