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Steward Partners Investment Advisory, LLC: CMBT position timeline

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

Steward Partners Investment Advisory, LLC held 5,965 CMBT 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 5,965 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $83,450.

    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 5,965 shares
    Change vs previous 13F +617 shares

    <0.01% of the 13F portfolio, value $75,457.

    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 5,348 shares
    Change vs previous 13F -753 shares

    <0.01% of the 13F portfolio, value $51,608.

    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 6,101 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $57,288.

    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 5,873 shares
    Change vs previous 13F +478 shares

    <0.01% of the 13F portfolio, value $52,974.

    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 5,395 shares
    Change vs previous 13F -432 shares

    <0.01% of the 13F portfolio, value $48,987.

    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 5,827 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $57,862.

    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).