Steward Partners Investment Advisory, LLC: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on CMG, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 180,178 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 180,178 sharesChange vs previous 13F +14,285 shares
0.03% of the 13F portfolio, value $6,126,052.
13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 165,893 sharesChange vs previous 13F -23,990 shares
0.03% of the 13F portfolio, value $5,310,234.
13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 189,883 sharesChange vs previous 13F -12,896 shares
0.04% of the 13F portfolio, value $7,025,671.
13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 202,779 sharesChange vs previous 13F -2,835 shares
0.05% of the 13F portfolio, value $7,946,909.
13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 205,614 sharesChange vs previous 13F -28,062 shares
0.09% of the 13F portfolio, value $11,545,226.
13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 233,676 sharesChange vs previous 13F +5,054 shares
0.1% of the 13F portfolio, value $11,732,872.
13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 228,622 sharesChange vs previous 13F +179,365 shares
0.12% of the 13F portfolio, value $13,785,906.
13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 49,257 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,838,188.
13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).