Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,232 | 1,107 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $13,116 | 1,084 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $12,807 | 1,062 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $12,585 | 1,041 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $11,823 | 1,021 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $45,173 | 3,451 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $39,685 | 3,433 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $40,568 | 3,412 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $39,867 | 3,393 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $35,338 | 3,372 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $38,279 | 3,352 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $40,408 | 3,334 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $71,851 | 5,875 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $71,296 | 5,902 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $43,857 | 3,310 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $50,989 | 3,296 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $56,147 | 3,272 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $53,089 | 3,261 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $52,926 | 3,249 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $47,357 | 3,237 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $42,782 | 3,224 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $38,247 | 3,206 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $39,293 | 3,192 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $32,119 | 3,177 | Shares | Sole | 2020-04-29 |