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Steward Partners Investment Advisory, LLC: CGGR position timeline

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

Steward Partners Investment Advisory, LLC held 398,621 CGGR 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 398,621 shares
    Change vs previous 13F +9,802 shares

    0.1% of the 13F portfolio, value $18,814,893.

    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 388,819 shares
    Change vs previous 13F +10,638 shares

    0.08% of the 13F portfolio, value $15,626,638.

    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 378,181 shares
    Change vs previous 13F +70,792 shares

    0.09% of the 13F portfolio, value $16,817,699.

    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 307,389 shares
    Change vs previous 13F -84,368 shares

    0.08% of the 13F portfolio, value $13,500,515.

    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 391,757 shares
    Change vs previous 13F +83,376 shares

    0.12% of the 13F portfolio, value $15,924,931.

    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 308,381 shares
    Change vs previous 13F +30,927 shares

    0.09% of the 13F portfolio, value $10,562,057.

    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 277,454 shares
    Change vs previous 13F +5,728 shares

    0.09% of the 13F portfolio, value $10,312,974.

    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 271,726 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,453,347.

    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).