Steward Partners Investment Advisory, LLC
CIK
0001723397
City
NEW YORK
State / Country
NY
Holdings in WIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $43,004 | 5,200 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $43,784 | 5,200 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $43,680 | 5,200 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $43,420 | 5,200 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $41,600 | 5,200 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $33,832 | 3,957 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $29,637 | 3,700 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $30,118 | 3,700 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $30,044 | 3,700 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $12,512 | 1,600 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $13,216 | 1,600 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $13,840 | 1,600 | Shares | Sole | 2023-05-15 |
| 2021-03-31 | $12 | 1 | Shares | Sole | 2021-05-17 |