Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CB position timeline

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

Steward Partners Investment Advisory, LLC held 121,587 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 121,587 shares
    Change vs previous 13F -7,716 shares

    0.21% of the 13F portfolio, value $41,429,526.

    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 129,303 shares
    Change vs previous 13F +24,434 shares

    0.21% of the 13F portfolio, value $42,143,625.

    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 104,869 shares
    Change vs previous 13F -11,188 shares

    0.18% of the 13F portfolio, value $32,731,663.

    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 116,057 shares
    Change vs previous 13F -30,655 shares

    0.19% of the 13F portfolio, value $32,756,978.

    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 146,712 shares
    Change vs previous 13F +9,983 shares

    0.33% of the 13F portfolio, value $42,505,615.

    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 136,729 shares
    Change vs previous 13F +7,439 shares

    0.36% of the 13F portfolio, value $41,290,727.

    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 129,290 shares
    Change vs previous 13F +6,076 shares

    0.32% of the 13F portfolio, value $35,722,738.

    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 123,214 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $35,533,667.

    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).