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Steward Partners Investment Advisory, LLC: CGXU position timeline

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

Steward Partners Investment Advisory, LLC held 178,823 CGXU 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 178,823 shares
    Change vs previous 13F -31,971 shares

    0.03% of the 13F portfolio, value $6,190,852.

    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 210,794 shares
    Change vs previous 13F +2,865 shares

    0.03% of the 13F portfolio, value $6,216,317.

    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 207,929 shares
    Change vs previous 13F +27,897 shares

    0.03% of the 13F portfolio, value $6,144,294.

    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 180,032 shares
    Change vs previous 13F +12,586 shares

    0.03% of the 13F portfolio, value $5,332,540.

    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 167,446 shares
    Change vs previous 13F +42,259 shares

    0.04% of the 13F portfolio, value $4,542,810.

    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 125,187 shares
    Change vs previous 13F +1,496 shares

    0.03% of the 13F portfolio, value $3,064,577.

    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 123,691 shares
    Change vs previous 13F +3,035 shares

    0.03% of the 13F portfolio, value $3,051,457.

    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 120,656 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,254,102.

    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).