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Series Portfolios Tr shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Series Portfolios Tr (ICAP) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 600 27.55
2025-06-30 $26k 1.0k 26.11
2025-03-31 $25k 1.0k 25.02
2024-12-31 $26k 1.0k 26.33
2024-09-30 $27k 1.0k 27.24