Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CLS position timeline

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

Steward Partners Investment Advisory, LLC held 6,673 CLS 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 6,673 shares
    Change vs previous 13F +1,607 shares

    0.01% of the 13F portfolio, value $2,434,267.

    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 5,066 shares
    Change vs previous 13F +233 shares

    0.01% of the 13F portfolio, value $1,426,885.

    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 4,833 shares
    Change vs previous 13F -6,883 shares

    0.01% of the 13F portfolio, value $1,428,856.

    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 11,716 shares
    Change vs previous 13F -3,386 shares

    0.02% of the 13F portfolio, value $2,886,539.

    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 15,102 shares
    Change vs previous 13F -3,856 shares

    0.02% of the 13F portfolio, value $2,357,536.

    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 18,958 shares
    Change vs previous 13F +2,053 shares

    0.01% of the 13F portfolio, value $1,494,097.

    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 16,905 shares
    Change vs previous 13F -6,587 shares

    0.01% of the 13F portfolio, value $1,560,324.

    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 23,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,200,911.

    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).