Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in STK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $90,576 | 2,462 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $85,509 | 2,421 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $80,282 | 2,640 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $72,384 | 2,587 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $62,941 | 1,970 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $65,975 | 1,970 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $48,936 | 1,470 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $40,474 | 1,270 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $40,132 | 1,270 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $34,569 | 1,270 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $38,938 | 1,270 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $35,344 | 1,270 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $29,502 | 1,270 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $29,451 | 1,270 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $31,851 | 1,270 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $40,767 | 1,270 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $47,002 | 1,270 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $41,871 | 1,270 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $45,097 | 1,270 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $100,499 | 3,217 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $95,775 | 3,516 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $76,199 | 3,481 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $75,579 | 3,437 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $59,969 | 3,390 | Shares | Sole | 2020-04-29 |