Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CLOA position timeline

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

Steward Partners Investment Advisory, LLC held 6,059 CLOA 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 6,059 shares
    Change vs previous 13F +304 shares

    <0.01% of the 13F portfolio, value $314,545.

    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 5,755 shares
    Change vs previous 13F +2,246 shares

    <0.01% of the 13F portfolio, value $298,310.

    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 3,509 shares
    Change vs previous 13F +1,139 shares

    <0.01% of the 13F portfolio, value $181,572.

    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 2,370 shares
    Change vs previous 13F +130 shares

    <0.01% of the 13F portfolio, value $123,157.

    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 2,240 shares
    Change vs previous 13F +975 shares

    <0.01% of the 13F portfolio, value $116,301.

    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 1,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,502.

    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).