Steward Partners Investment Advisory, LLC
Holdings in SCD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,464,591 | 166,414 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,721,104 | 175,216 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,745,194 | 175,974 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,840,589 | 178,317 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,022,504 | 175,727 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $2,732,201 | 155,327 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,321,303 | 149,955 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $2,134,359 | 136,468 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,613,587 | 115,174 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,404,762 | 112,381 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,325,514 | 103,475 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,156,592 | 94,725 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,030,022 | 85,550 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $960,767 | 85,250 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $3,449 | 280 | Shares | Sole | 2022-08-04 |
| 2021-03-31 | $57,785 | 4,550 | Shares | Sole | 2021-05-17 |