Steward Partners Investment Advisory, LLC
Position in TAOX — TAO Synergies Inc.
CIK 1723397
STAMFORD, CT
Position in TAOX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,444
-$5,488 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 29 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TAOX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. TAOX ranks #32 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in TAOX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,444 | 2,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,932 | 2,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,304 | 2,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,650 | 3,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,550 | 3,000 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||