Steward Partners Investment Advisory, LLC
Holdings in STWD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,286,271 | 237,994 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $4,454,518 | 229,970 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,608,232 | 229,608 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $4,450,543 | 225,116 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $3,983,176 | 210,194 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $4,310,716 | 211,517 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $3,832,054 | 202,326 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $4,499,029 | 221,300 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $4,208,204 | 200,200 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $3,854,055 | 199,176 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,699,715 | 190,707 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $3,179,282 | 179,722 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,928,657 | 159,774 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $2,787,987 | 153,018 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,187,747 | 104,727 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $1,173,719 | 48,561 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $987,479 | 40,637 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $947,742 | 38,826 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,017,280 | 38,872 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $1,298,924 | 52,503 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $555,627 | 28,789 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $241,515 | 16,005 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $247,273 | 16,529 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $163,538 | 15,955 | Shares | Sole | 2020-04-29 |