Steward Partners Investment Advisory, LLC
Holdings in SPRY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,519,848 | 216,296 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,474,254 | 146,692 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,236,741 | 128,180 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $609,878 | 48,480 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $401,427 | 38,050 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $374,825 | 25,850 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $10,212 | 1,200 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $13,286 | 1,300 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $7,124 | 1,300 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $4,914 | 1,300 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $8,710 | 1,300 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $7,812 | 1,200 | Shares | Sole | 2023-05-15 |