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Steward Partners Investment Advisory, LLC: CGSM position timeline

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

Steward Partners Investment Advisory, LLC held 189,624 CGSM 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 189,624 shares
    Change vs previous 13F -2,000 shares

    0.03% of the 13F portfolio, value $5,003,219.

    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 191,624 shares
    Change vs previous 13F +12,745 shares

    0.03% of the 13F portfolio, value $5,035,882.

    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 178,879 shares
    Change vs previous 13F +17,857 shares

    0.03% of the 13F portfolio, value $4,711,683.

    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 161,022 shares
    Change vs previous 13F +67,599 shares

    0.02% of the 13F portfolio, value $4,244,536.

    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 93,423 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,436,463.

    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).