Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CGUI position timeline

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

Steward Partners Investment Advisory, LLC held 166,542 CGUI 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 166,542 shares
    Change vs previous 13F -806 shares

    0.02% of the 13F portfolio, value $4,210,182.

    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 167,348 shares
    Change vs previous 13F +16,606 shares

    0.02% of the 13F portfolio, value $4,230,557.

    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 150,742 shares
    Change vs previous 13F +12,385 shares

    0.02% of the 13F portfolio, value $3,814,526.

    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 138,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,499,740.

    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).