Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in TBLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $447,225 | 22,250 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $426,839 | 21,460 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $381,471 | 19,443 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $197,124 | 10,988 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $211,330 | 12,981 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $230,947 | 12,960 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $203,996 | 12,647 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $210,080 | 12,992 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $185,080 | 11,933 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $203,947 | 13,969 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $226,927 | 14,900 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $205,271 | 13,150 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $152,082 | 10,650 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $135,681 | 10,650 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $154,531 | 10,650 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $204,191 | 11,948 | Shares | Sole | 2022-05-02 |