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Steward Partners Investment Advisory, LLC: CGBL position timeline

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

Steward Partners Investment Advisory, LLC held 149,387 CGBL 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 149,387 shares
    Change vs previous 13F +28,391 shares

    0.03% of the 13F portfolio, value $5,670,735.

    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 120,996 shares
    Change vs previous 13F +47,416 shares

    0.02% of the 13F portfolio, value $4,163,469.

    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 73,580 shares
    Change vs previous 13F +13,846 shares

    0.01% of the 13F portfolio, value $2,599,578.

    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 59,734 shares
    Change vs previous 13F +7,905 shares

    0.01% of the 13F portfolio, value $2,073,959.

    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 51,829 shares
    Change vs previous 13F +6,748 shares

    0.01% of the 13F portfolio, value $1,733,164.

    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 45,081 shares
    Change vs previous 13F +17,265 shares

    0.01% of the 13F portfolio, value $1,396,600.

    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 27,816 shares
    Change vs previous 13F +13,980 shares

    0.01% of the 13F portfolio, value $869,797.

    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 13,836 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $429,608.

    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).