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Steward Partners Investment Advisory, LLC: CHI position timeline

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

Steward Partners Investment Advisory, LLC held 8,824 CHI 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 8,824 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $118,600.

    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 8,824 shares
    Change vs previous 13F -1,088 shares

    <0.01% of the 13F portfolio, value $94,769.

    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 9,912 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $103,881.

    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 9,912 shares
    Change vs previous 13F -10,763 shares

    <0.01% of the 13F portfolio, value $106,948.

    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 20,675 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $217,498.

    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 20,615 shares
    Change vs previous 13F -15,831 shares

    <0.01% of the 13F portfolio, value $197,701.

    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 36,446 shares
    Change vs previous 13F -1,991 shares

    <0.01% of the 13F portfolio, value $435,164.

    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 38,437 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $447,407.

    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).