Steward Partners Investment Advisory, LLC
Holdings in SRFM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,700 | 5,000 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $15,782 | 3,679 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $13,575 | 3,679 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $9,822 | 3,679 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $19,829 | 3,679 | Shares | Sole | 2025-02-06 |