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Steward Partners Investment Advisory, LLC: CGW position timeline

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

Steward Partners Investment Advisory, LLC held 84,852 CGW 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 84,852 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $5,577,309.

    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 84,768 shares
    Change vs previous 13F +1,733 shares

    0.03% of the 13F portfolio, value $5,420,054.

    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 83,035 shares
    Change vs previous 13F -839 shares

    0.03% of the 13F portfolio, value $5,232,114.

    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 83,874 shares
    Change vs previous 13F +703 shares

    0.03% of the 13F portfolio, value $5,388,049.

    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 83,171 shares
    Change vs previous 13F +1,410 shares

    0.04% of the 13F portfolio, value $5,198,171.

    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 81,761 shares
    Change vs previous 13F +1,264 shares

    0.04% of the 13F portfolio, value $4,553,256.

    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 80,497 shares
    Change vs previous 13F +685 shares

    0.04% of the 13F portfolio, value $4,362,923.

    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 79,812 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,884,520.

    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).