Steward Partners Investment Advisory, LLC CRDT — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Steward Partners Investment Advisory, LLC  ·  5 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported SIMPLIFY EXCHANGE TRADED FUN (CRDT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows CRDT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRDT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRDT stock page Steward Partners Investment Advisory, LLC fund profile Steward Partners Investment Advisory, LLC full holdings
How Steward Partners Investment Advisory, LLC held CRDT — position size vs. price
% of Fund (quarterly)    CRDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,558 — 0% 0.00% $35K 2026-05-08 $23.06
2025 Q4 REDUCED 97.1% -1.9% ✅ 1,558 -51,308 -97.1% 0.00% $36K 2026-02-12 $22.49
2025 Q3 REDUCED 23.8% -0.5% ✅ 52,866 -16,523 -23.8% 0.01% $1.3M 2025-11-12 $22.20
2025 Q2 REDUCED — — — 69,389 -80 -0.1% 0.01% $1.7M 2025-08-12 $22.51
2025 Q1 INITIATED — — — 69,469 — — 0.02% $1.8M 2025-05-13 $22.73

🏢 Other funds also holding CRDT

As of 2026 Q2 — sorted by position size

Ascension Capital Advisors, Inc. 3Y 4.23% Continuum Advisory, LLC 3Y 0.85% Lloyd Advisory Services, LLC. 3Y 0.03% Trajan Wealth LLC 0.01% Kingdom Financial Group LLC. 3Y 0.0% TOUNJIAN ADVISORY PARTNERS, LLC 0.0% Networth Advisors, LLC 0.0% AE Wealth Management LLC 3Y 7Y 0.0% Pathstone Holdings, LLC 0.0% Montgomery Financial Services LLC 0.0%

FAQ About Steward Partners Investment Advisory, LLC and CRDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning CRDT?

Steward Partners Investment Advisory, LLC reported CRDT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CRDT position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for CRDT was 0.02% in 2025 Q1.

What is the latest reported CRDT position on this page?

The most recent filing on this page is 2026 Q1, when Steward Partners Investment Advisory, LLC reported 1,558 shares, equal to 0.00% of portfolio, with an estimated market value of $35K.

What does the chart on this CRDT ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly CRDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Steward Partners Investment Advisory, LLC time their CRDT position?

Based on 13F filing dates vs. subsequent CRDT price moves, Steward Partners Investment Advisory, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on CRDT relative to SPY over the holding period was -20.5%.

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