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Steward Partners Investment Advisory, LLC: CAVA position timeline

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

Steward Partners Investment Advisory, LLC held 2,632 CAVA 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 2,632 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $206,559.

    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 3,132 shares
    Change vs previous 13F +522 shares

    <0.01% of the 13F portfolio, value $253,380.

    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 2,610 shares
    Change vs previous 13F -457 shares

    <0.01% of the 13F portfolio, value $153,182.

    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 3,067 shares
    Change vs previous 13F -2,108 shares

    <0.01% of the 13F portfolio, value $185,277.

    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 5,175 shares
    Change vs previous 13F -122,198 shares

    <0.01% of the 13F portfolio, value $435,890.

    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 127,373 shares
    Change vs previous 13F +125,580 shares

    0.1% of the 13F portfolio, value $11,006,301.

    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 1,793 shares
    Change vs previous 13F +1,248 shares

    <0.01% of the 13F portfolio, value $202,251.

    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 545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $67,498.

    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).