Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CGIC position timeline

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

Steward Partners Investment Advisory, LLC held 248,543 CGIC 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 248,543 shares
    Change vs previous 13F +2,564 shares

    0.05% of the 13F portfolio, value $9,044,464.

    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 245,979 shares
    Change vs previous 13F +4,488 shares

    0.04% of the 13F portfolio, value $8,144,379.

    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 241,491 shares
    Change vs previous 13F +17,011 shares

    0.04% of the 13F portfolio, value $7,848,472.

    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 224,480 shares
    Change vs previous 13F +207,543 shares

    0.04% of the 13F portfolio, value $6,916,233.

    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 16,937 shares
    Change vs previous 13F +14,503 shares

    <0.01% of the 13F portfolio, value $493,036.

    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 2,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,235.

    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).