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Steward Partners Investment Advisory, LLC: CLBT position timeline

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

Steward Partners Investment Advisory, LLC held 20,582 CLBT 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 20,582 shares
    Change vs previous 13F +1,547 shares

    <0.01% of the 13F portfolio, value $300,497.

    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 19,035 shares
    Change vs previous 13F -7,248 shares

    <0.01% of the 13F portfolio, value $262,302.

    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 26,283 shares
    Change vs previous 13F -775 shares

    <0.01% of the 13F portfolio, value $473,882.

    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 27,058 shares
    Change vs previous 13F +12,900 shares

    <0.01% of the 13F portfolio, value $501,385.

    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 14,158 shares
    Change vs previous 13F +440 shares

    <0.01% of the 13F portfolio, value $226,528.

    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 13,718 shares
    Change vs previous 13F +128 shares

    <0.01% of the 13F portfolio, value $266,541.

    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 13,590 shares
    Change vs previous 13F +1,463 shares

    <0.01% of the 13F portfolio, value $299,388.

    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 12,127 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,219.

    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).