Question 1

How many shares of SUSC does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 73,459 shares of SUSC (ISHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's SUSC position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's SUSC position is worth $1.7M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling SUSC?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their SUSC position (-5.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy SUSC?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in SUSC in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	73,459	-5.3%	$1.7M	0.0%	$22.97	0
2026-Q1	Increased	77,581	+7.1%	$1.8M	0.0%	$22.70	28
2025-Q4	Increased	72,465	+3.7%	$1.7M	0.0%	$22.77	27
2025-Q3	Increased	69,891	+16.7%	$1.6M	0.0%	$22.61	30
2025-Q2	Increased	59,867	+11.0%	$1.4M	0.0%	$22.05	28
2025-Q1	Decreased	53,917	-4.5%	$1.2M	0.0%	$21.65	0
2024-Q4	Increased	56,490	+9.6%	$1.3M	0.0%	$21.17	28
2024-Q3	Increased	51,545	+1.6%	$1.2M	0.0%	$21.85	26
2024-Q2	Increased	50,741	+2.6%	$1.2M	0.0%	$20.65	26
2024-Q1	Increased	49,442	+8.7%	$1.1M	0.0%	$20.67	27
2023-Q4	Increased	45,495	+33.0%	$1.1M	0.0%	$20.78	32
2023-Q3	Increased	34,206	+6.9%	$744,314	0.0%	$19.16	26
2023-Q2	Increased	31,998	+11.8%	$727,643	0.0%	$19.82	28
2023-Q1	Increased	28,632	+100.8%	$658,959	0.0%	$19.86	40
2022-Q4	Increased	14,260	+13.4%	$317,972	0.0%	$19.14	27
2022-Q3	Increased	12,576	+57.5%	$274,000	0.0%	$18.48	33
2022-Q2	Increased	7,986	+19.4%	$185,000	0.0%	$19.50	27
2022-Q1	Increased	6,689	+1920.8%	$168,000	0.0%	$21.04	36
2021-Q4	Unchanged	331	0.0%	$9,000	0.0%	$22.77	0
2021-Q3	Decreased	331	-0.3%	$9,000	0.0%	$22.74	0
2021-Q2	Decreased	332	-98.3%	$9,000	0.0%	$22.81	0
2021-Q1	Increased	19,516	+125.4%	$263.2M	0.0%	$22.06	50
2020-Q4	Increased	8,658	+102.4%	$245,000	0.0%	$23.13	37
2020-Q3	Increased	4,277	+63.4%	$119,000	0.0%	$22.49	32
2020-Q2	Increased	2,618	+690.9%	$72,000	0.0%	$22.29	34
2020-Q1	Unchanged	331	0.0%	$8,000	0.0%	$20.60	0
2019-Q4	Increased	331	+1.2%	$8,000	0.0%	$21.11	17
2019-Q3	Unchanged	327	0.0%	$8,000	0.0%	$20.78	0
2019-Q2	New	327	-	$8,000	0.0%	$20.27	23

SUSC29 quarters

SUSC
29 quarters