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Steward Partners Investment Advisory, LLC: CL position timeline

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

Steward Partners Investment Advisory, LLC held 74,727 CL 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 74,727 shares
    Change vs previous 13F -2,588 shares

    0.03% of the 13F portfolio, value $6,850,974.

    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 77,315 shares
    Change vs previous 13F +6,421 shares

    0.03% of the 13F portfolio, value $6,589,555.

    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 70,894 shares
    Change vs previous 13F -7,556 shares

    0.03% of the 13F portfolio, value $5,602,038.

    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 78,450 shares
    Change vs previous 13F +14,238 shares

    0.04% of the 13F portfolio, value $6,271,290.

    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 64,212 shares
    Change vs previous 13F +7,008 shares

    0.05% of the 13F portfolio, value $5,836,888.

    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 57,204 shares
    Change vs previous 13F -15,623 shares

    0.05% of the 13F portfolio, value $5,359,977.

    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 72,827 shares
    Change vs previous 13F -2,033 shares

    0.06% of the 13F portfolio, value $6,620,730.

    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 74,860 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,771,267.

    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).