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Steward Partners Investment Advisory, LLC: CGCV position timeline

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

Steward Partners Investment Advisory, LLC held 325,155 CGCV 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 325,155 shares
    Change vs previous 13F +98,250 shares

    0.05% of the 13F portfolio, value $10,671,588.

    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 226,905 shares
    Change vs previous 13F +10,777 shares

    0.03% of the 13F portfolio, value $6,764,035.

    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 216,128 shares
    Change vs previous 13F +15,366 shares

    0.04% of the 13F portfolio, value $6,589,740.

    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 200,762 shares
    Change vs previous 13F +192,933 shares

    0.03% of the 13F portfolio, value $6,044,945.

    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 7,829 shares
    Change vs previous 13F +7,182 shares

    <0.01% of the 13F portfolio, value $223,909.

    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 647 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $17,543.

    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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,270.

    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).