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Steward Partners Investment Advisory, LLC: CGGO position timeline

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

Steward Partners Investment Advisory, LLC held 315,769 CGGO 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 315,769 shares
    Change vs previous 13F +8,906 shares

    0.07% of the 13F portfolio, value $13,366,507.

    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 306,863 shares
    Change vs previous 13F +7,041 shares

    0.05% of the 13F portfolio, value $10,240,022.

    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 299,822 shares
    Change vs previous 13F +6,218 shares

    0.06% of the 13F portfolio, value $10,388,837.

    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 293,604 shares
    Change vs previous 13F -3,705 shares

    0.06% of the 13F portfolio, value $10,032,442.

    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 297,309 shares
    Change vs previous 13F +31,894 shares

    0.07% of the 13F portfolio, value $9,504,955.

    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 265,415 shares
    Change vs previous 13F +41,767 shares

    0.07% of the 13F portfolio, value $7,519,195.

    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 223,648 shares
    Change vs previous 13F +23,287 shares

    0.06% of the 13F portfolio, value $6,534,982.

    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 200,361 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,040,890.

    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).