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Steward Partners Investment Advisory, LLC: CRDO position timeline

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

Steward Partners Investment Advisory, LLC held 36,346 CRDO 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 36,346 shares
    Change vs previous 13F -6,172 shares

    0.05% of the 13F portfolio, value $9,884,295.

    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 42,518 shares
    Change vs previous 13F -11,445 shares

    0.02% of the 13F portfolio, value $3,991,165.

    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 53,963 shares
    Change vs previous 13F -1,088 shares

    0.04% of the 13F portfolio, value $7,764,736.

    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 55,051 shares
    Change vs previous 13F -10,955 shares

    0.05% of the 13F portfolio, value $8,015,976.

    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 66,006 shares
    Change vs previous 13F +3,217 shares

    0.05% of the 13F portfolio, value $6,111,495.

    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 62,789 shares
    Change vs previous 13F -1,664 shares

    0.02% of the 13F portfolio, value $2,521,606.

    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 64,453 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,331,886.

    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).