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Steward Partners Investment Advisory, LLC: CMI position timeline

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

Steward Partners Investment Advisory, LLC held 42,430 CMI 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 42,430 shares
    Change vs previous 13F +7,813 shares

    0.15% of the 13F portfolio, value $30,261,145.

    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 34,617 shares
    Change vs previous 13F +599 shares

    0.09% of the 13F portfolio, value $18,624,861.

    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 34,018 shares
    Change vs previous 13F +176 shares

    0.1% of the 13F portfolio, value $17,364,737.

    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 33,842 shares
    Change vs previous 13F +2,589 shares

    0.08% of the 13F portfolio, value $14,293,701.

    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 31,253 shares
    Change vs previous 13F +1,719 shares

    0.08% of the 13F portfolio, value $10,235,464.

    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 29,534 shares
    Change vs previous 13F +23,742 shares

    0.08% of the 13F portfolio, value $9,257,096.

    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 5,792 shares
    Change vs previous 13F -489 shares

    0.02% of the 13F portfolio, value $2,019,047.

    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 6,281 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,033,671.

    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).