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Steward Partners Investment Advisory, LLC: CPER position timeline

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

Steward Partners Investment Advisory, LLC held 82,092 CPER 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 82,092 shares
    Change vs previous 13F +5,769 shares

    0.02% of the 13F portfolio, value $3,097,331.

    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 76,323 shares
    Change vs previous 13F +75,798 shares

    0.01% of the 13F portfolio, value $2,627,801.

    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 525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,354.

    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).