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Steward Partners Investment Advisory, LLC: CGDG position timeline

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

Steward Partners Investment Advisory, LLC held 143,225 CGDG 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 143,225 shares
    Change vs previous 13F -27,797 shares

    0.03% of the 13F portfolio, value $5,372,382.

    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 171,022 shares
    Change vs previous 13F +56,766 shares

    0.03% of the 13F portfolio, value $6,139,675.

    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 114,256 shares
    Change vs previous 13F +31,830 shares

    0.02% of the 13F portfolio, value $4,072,069.

    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 82,426 shares
    Change vs previous 13F +11,724 shares

    0.02% of the 13F portfolio, value $2,856,045.

    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 70,702 shares
    Change vs previous 13F +22,591 shares

    0.02% of the 13F portfolio, value $2,377,693.

    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 48,111 shares
    Change vs previous 13F +22,299 shares

    0.01% of the 13F portfolio, value $1,486,634.

    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 25,812 shares
    Change vs previous 13F +6,480 shares

    0.01% of the 13F portfolio, value $765,072.

    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 19,332 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $593,887.

    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).