Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CPAI position timeline

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

Steward Partners Investment Advisory, LLC held 103,918 CPAI 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 103,918 shares
    Change vs previous 13F +11,651 shares

    0.03% of the 13F portfolio, value $5,399,579.

    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 92,267 shares
    Change vs previous 13F +10,605 shares

    0.02% of the 13F portfolio, value $3,855,838.

    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 81,662 shares
    Change vs previous 13F +7,861 shares

    0.02% of the 13F portfolio, value $3,274,646.

    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 73,801 shares
    Change vs previous 13F +5,740 shares

    0.02% of the 13F portfolio, value $2,914,623.

    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 68,061 shares
    Change vs previous 13F +34,518 shares

    0.02% of the 13F portfolio, value $2,530,896.

    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 33,543 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $1,123,506.

    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 33,494 shares
    Change vs previous 13F +1,566 shares

    0.01% of the 13F portfolio, value $1,150,274.

    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 31,928 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,070,137.

    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).