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Steward Partners Investment Advisory, LLC: CME position timeline

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

Steward Partners Investment Advisory, LLC held 93,732 CME 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 93,732 shares
    Change vs previous 13F +8,028 shares

    0.11% of the 13F portfolio, value $20,698,831.

    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 85,704 shares
    Change vs previous 13F +26,536 shares

    0.13% of the 13F portfolio, value $25,312,704.

    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 59,168 shares
    Change vs previous 13F +1,876 shares

    0.09% of the 13F portfolio, value $16,157,702.

    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 57,292 shares
    Change vs previous 13F -19,541 shares

    0.09% of the 13F portfolio, value $15,479,913.

    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 76,833 shares
    Change vs previous 13F +3,190 shares

    0.17% of the 13F portfolio, value $21,176,649.

    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 73,643 shares
    Change vs previous 13F +6,261 shares

    0.17% of the 13F portfolio, value $19,536,731.

    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 67,382 shares
    Change vs previous 13F +1,328 shares

    0.14% of the 13F portfolio, value $15,648,216.

    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 66,054 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $14,574,812.

    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).