Steward Partners Investment Advisory, LLC
Holdings in SPH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $133,024 | 7,175 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $119,695 | 6,418 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $129,913 | 7,011 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $148,561 | 7,071 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $95,202 | 5,535 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $99,297 | 5,535 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $93,715 | 4,935 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $100,822 | 4,935 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $153,570 | 8,647 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $209,853 | 13,075 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $180,545 | 12,199 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $184,085 | 12,016 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $196,368 | 12,936 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $185,837 | 12,348 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $202,072 | 13,242 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $197,563 | 12,271 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $156,139 | 10,658 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $127,358 | 8,297 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $127,275 | 8,297 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $178,151 | 12,021 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $138,153 | 9,297 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $166,658 | 10,237 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $150,049 | 10,493 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $110,475 | 7,813 | Shares | Sole | 2020-04-29 |