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Steward Partners Investment Advisory, LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on CAIE, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 230,670 CAIE 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 230,670 shares
    Change vs previous 13F +43,474 shares

    0.03% of the 13F portfolio, value $6,276,531.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 187,196 shares
    Change vs previous 13F +32,999 shares

    0.02% of the 13F portfolio, value $4,706,107.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    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 154,197 shares
    Change vs previous 13F +66,916 shares

    0.02% of the 13F portfolio, value $4,123,228.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    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 87,281 shares
    Change vs previous 13F +87,181 shares

    0.01% of the 13F portfolio, value $2,397,609.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    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 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,567.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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