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Steward Partners Investment Advisory, LLC: CDX position timeline

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

Steward Partners Investment Advisory, LLC held 138,183 CDX 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 138,183 shares
    Change vs previous 13F -4,758 shares

    0.01% of the 13F portfolio, value $2,918,425.

    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 142,941 shares
    Change vs previous 13F -83,613 shares

    0.02% of the 13F portfolio, value $3,050,361.

    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 226,554 shares
    Change vs previous 13F +36,084 shares

    0.03% of the 13F portfolio, value $5,045,358.

    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 190,470 shares
    Change vs previous 13F +106,292 shares

    0.03% of the 13F portfolio, value $4,363,668.

    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 84,178 shares
    Change vs previous 13F +5,142 shares

    0.02% of the 13F portfolio, value $1,963,031.

    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 79,036 shares
    Change vs previous 13F -3,894 shares

    0.02% of the 13F portfolio, value $1,813,086.

    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 82,930 shares
    Change vs previous 13F +20,263 shares

    0.02% of the 13F portfolio, value $1,808,703.

    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 62,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,487,514.

    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).