Ultimus Managers Tr shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Ultimus Managers Tr
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Quarterly reported holdings in Ultimus Managers Tr by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $866k | 32k | 26.71 |
| 2025-06-30 | $1.6M | 60k | 27.09 |
| 2025-03-31 | $1.8M | 63k | 27.82 |
| 2024-12-31 | $1.1M | 39k | 27.28 |
More positions owned by Steward Partners Investment Advisory
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