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Steward Partners Investment Advisory, LLC: CGMS position timeline

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

Steward Partners Investment Advisory, LLC held 84,960 CGMS 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 84,960 shares
    Change vs previous 13F +24,537 shares

    0.01% of the 13F portfolio, value $2,321,957.

    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 60,423 shares
    Change vs previous 13F +15,900 shares

    0.01% of the 13F portfolio, value $1,645,315.

    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 44,523 shares
    Change vs previous 13F +19,493 shares

    0.01% of the 13F portfolio, value $1,229,725.

    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 25,030 shares
    Change vs previous 13F +4,586 shares

    <0.01% of the 13F portfolio, value $694,586.

    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 20,444 shares
    Change vs previous 13F +1,473 shares

    <0.01% of the 13F portfolio, value $564,654.

    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 18,971 shares
    Change vs previous 13F +1,883 shares

    <0.01% of the 13F portfolio, value $517,908.

    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 17,088 shares
    Change vs previous 13F +10,652 shares

    <0.01% of the 13F portfolio, value $466,161.

    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 6,436 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $179,178.

    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).