Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $60,403 | 7,865 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $62,212 | 7,865 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $59,144 | 7,865 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $64,084 | 8,216 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $2,716 | 351 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $2,878 | 351 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,758 | 351 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $2,779 | 351 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $7,753 | 1,007 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $7,210 | 1,007 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $7,673 | 1,007 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $7,965 | 1,007 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $7,643 | 1,007 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $7,401 | 1,007 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $10,776 | 1,337 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $13,331 | 1,552 | Shares | Sole | 2022-05-02 |
| 2021-03-31 | $309,096 | 33,272 | Shares | Sole | 2021-05-17 |