Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CGMU position timeline

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

Steward Partners Investment Advisory, LLC held 165,717 CGMU 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 165,717 shares
    Change vs previous 13F +7,445 shares

    0.02% of the 13F portfolio, value $4,552,235.

    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 158,272 shares
    Change vs previous 13F +43,019 shares

    0.02% of the 13F portfolio, value $4,297,086.

    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 115,253 shares
    Change vs previous 13F +3,441 shares

    0.02% of the 13F portfolio, value $3,155,618.

    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 111,812 shares
    Change vs previous 13F +35,978 shares

    0.02% of the 13F portfolio, value $3,051,347.

    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 75,834 shares
    Change vs previous 13F +45,635 shares

    0.02% of the 13F portfolio, value $2,024,017.

    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 30,199 shares
    Change vs previous 13F +15,096 shares

    0.01% of the 13F portfolio, value $809,942.

    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 15,103 shares
    Change vs previous 13F +10,549 shares

    <0.01% of the 13F portfolio, value $406,578.

    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 4,554 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $125,065.

    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).