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Steward Partners Investment Advisory, LLC: CLOI position timeline

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

Steward Partners Investment Advisory, LLC held 92,297 CLOI 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 92,297 shares
    Change vs previous 13F +52,356 shares

    0.02% of the 13F portfolio, value $4,887,126.

    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 39,941 shares
    Change vs previous 13F +8,984 shares

    0.01% of the 13F portfolio, value $2,104,891.

    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 30,957 shares
    Change vs previous 13F +19,118 shares

    0.01% of the 13F portfolio, value $1,634,839.

    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 11,839 shares
    Change vs previous 13F +1,890 shares

    <0.01% of the 13F portfolio, value $628,651.

    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 9,949 shares
    Change vs previous 13F +9,143 shares

    <0.01% of the 13F portfolio, value $526,800.

    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 806 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $42,589.

    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 434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,902.

    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).