Skip to content

Steward Partners Investment Advisory, LLC: CARG position timeline

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

Steward Partners Investment Advisory, LLC held 141 CARG 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 141 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $4,807.

    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 208 shares
    Change vs previous 13F -1,473 shares

    <0.01% of the 13F portfolio, value $7,082.

    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 1,681 shares
    Change vs previous 13F -1,757 shares

    <0.01% of the 13F portfolio, value $64,466.

    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 3,438 shares
    Change vs previous 13F -558 shares

    <0.01% of the 13F portfolio, value $127,997.

    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 3,996 shares
    Change vs previous 13F -823 shares

    <0.01% of the 13F portfolio, value $133,746.

    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).

  6. period ended2025-03-31
    13F 4,819 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $140,377.

    13F-HR 0001723397-25-000004 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).

  7. period ended2024-12-31
    13F 4,575 shares
    Change vs previous 13F +1,301 shares

    <0.01% of the 13F portfolio, value $167,171.

    13F-HR 0001723397-25-000001 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).

  8. period ended2024-09-30
    13F 3,274 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $98,318.

    13F-HR 0001723397-24-000008 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).