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Stamos Capital Partners, L.P.: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stamos Capital Partners, L.P. on CB, newest first. How the timeline and the estimate are built.

Stamos Capital Partners, L.P. held 4,090 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,090 shares
    Change vs previous 13F -144 shares

    0.21% of the 13F portfolio, value $1,393,627.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,234 shares
    Change vs previous 13F +483 shares

    0.22% of the 13F portfolio, value $1,379,988.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,751 shares
    Change vs previous 13F +1,606 shares

    0.19% of the 13F portfolio, value $1,170,762.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,145 shares
    Change vs previous 13F -484 shares

    0.11% of the 13F portfolio, value $605,426.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,629 shares
    Change vs previous 13F +640 shares

    0.14% of the 13F portfolio, value $761,674.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,989 shares
    Change vs previous 13F +169 shares

    0.16% of the 13F portfolio, value $600,658.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,820 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $502,866.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).