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Steward Partners Investment Advisory, LLC: CGDV position timeline

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

Steward Partners Investment Advisory, LLC held 334,602 CGDV 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 334,602 shares
    Change vs previous 13F +26,548 shares

    0.08% of the 13F portfolio, value $16,489,189.

    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 308,054 shares
    Change vs previous 13F +69,510 shares

    0.07% of the 13F portfolio, value $13,104,621.

    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 238,544 shares
    Change vs previous 13F +37,798 shares

    0.06% of the 13F portfolio, value $10,410,064.

    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 200,746 shares
    Change vs previous 13F +33,153 shares

    0.05% of the 13F portfolio, value $8,437,366.

    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 167,593 shares
    Change vs previous 13F -75,593 shares

    0.05% of the 13F portfolio, value $6,618,256.

    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 243,186 shares
    Change vs previous 13F +3,955 shares

    0.08% of the 13F portfolio, value $8,667,158.

    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 239,231 shares
    Change vs previous 13F +27,111 shares

    0.07% of the 13F portfolio, value $8,435,294.

    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 212,120 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,729,665.

    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).