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Steward Partners Investment Advisory, LLC: CII position timeline

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

Steward Partners Investment Advisory, LLC held 91,093 CII 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 91,093 shares
    Change vs previous 13F +11,398 shares

    0.01% of the 13F portfolio, value $2,382,077.

    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 79,695 shares
    Change vs previous 13F +60,350 shares

    0.01% of the 13F portfolio, value $1,675,185.

    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 19,345 shares
    Change vs previous 13F +948 shares

    <0.01% of the 13F portfolio, value $452,093.

    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 18,397 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $423,131.

    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 18,397 shares
    Change vs previous 13F +1,756 shares

    <0.01% of the 13F portfolio, value $392,776.

    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 16,641 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $307,359.

    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 15,890 shares
    Change vs previous 13F +2,879 shares

    <0.01% of the 13F portfolio, value $319,389.

    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 13,011 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $256,187.

    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).