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Steward Partners Investment Advisory, LLC: CGHM position timeline

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

Steward Partners Investment Advisory, LLC held 409,155 CGHM 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 409,155 shares
    Change vs previous 13F +12,571 shares

    0.05% of the 13F portfolio, value $10,576,667.

    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 396,584 shares
    Change vs previous 13F +37,887 shares

    0.05% of the 13F portfolio, value $10,041,517.

    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 358,697 shares
    Change vs previous 13F +31,419 shares

    0.05% of the 13F portfolio, value $9,139,591.

    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 327,278 shares
    Change vs previous 13F +285,973 shares

    0.05% of the 13F portfolio, value $8,276,856.

    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 41,305 shares
    Change vs previous 13F +16,824 shares

    0.01% of the 13F portfolio, value $1,017,548.

    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 24,481 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $613,530.

    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).