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Steward Partners Investment Advisory, LLC: CG position timeline

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

Steward Partners Investment Advisory, LLC held 18,241 CG 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 18,241 shares
    Change vs previous 13F -6,674 shares

    <0.01% of the 13F portfolio, value $768,141.

    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 24,915 shares
    Change vs previous 13F -15,091 shares

    0.01% of the 13F portfolio, value $1,205,646.

    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 40,006 shares
    Change vs previous 13F -1,440 shares

    0.01% of the 13F portfolio, value $2,364,761.

    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 41,446 shares
    Change vs previous 13F -657 shares

    0.01% of the 13F portfolio, value $2,598,643.

    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 42,103 shares
    Change vs previous 13F -705 shares

    0.02% of the 13F portfolio, value $2,164,070.

    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 42,808 shares
    Change vs previous 13F -773 shares

    0.02% of the 13F portfolio, value $1,865,993.

    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 43,581 shares
    Change vs previous 13F -892 shares

    0.02% of the 13F portfolio, value $2,200,417.

    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 44,473 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,914,996.

    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).