Steward Partners Investment Advisory, LLC
Holdings in SAR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $120,240 | 5,212 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $17,902 | 734 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $18,203 | 734 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $57,473 | 2,269 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $54,274 | 2,269 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $52,618 | 2,269 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $89,982 | 3,964 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $115,164 | 4,964 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $156,142 | 6,038 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $115,727 | 4,503 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $148,525 | 5,503 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $182,091 | 7,203 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $122,428 | 4,803 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $15,245 | 734 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $17,593 | 734 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $20,008 | 734 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $21,564 | 734 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $21,095 | 734 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $19,722 | 734 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $17,977 | 710 | Shares | Sole | 2021-05-17 |