Steward Partners Investment Advisory, LLC
Holdings in STEW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $197,710 | 10,664 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $188,210 | 10,364 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $183,235 | 10,364 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $130,237 | 7,550 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $182,499 | 11,392 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $58,460 | 3,700 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $53,835 | 3,700 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $46,686 | 3,100 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $42,997 | 3,100 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $40,238 | 3,100 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $41,168 | 3,100 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $38,068 | 3,100 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $64,096 | 5,047 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $54,704 | 5,028 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $59,869 | 5,010 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $62,182 | 4,193 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $59,355 | 4,177 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $54,576 | 4,163 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $56,177 | 4,149 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $52,018 | 4,135 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $59,654 | 5,355 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $48,360 | 4,836 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $41,231 | 4,377 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $40,093 | 4,358 | Shares | Sole | 2020-04-29 |