Steward Partners Investment Advisory, LLC: CSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on CSL, newest first. How the timeline and the estimate are built.
Steward Partners Investment Advisory, LLC held 11,201 CSL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,201 sharesChange vs previous 13F +2,057 shares
0.02% of the 13F portfolio, value $4,063,268.
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 9,144 sharesChange vs previous 13F +1,137 shares
0.02% of the 13F portfolio, value $3,050,651.
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 8,007 sharesChange vs previous 13F +817 shares
0.01% of the 13F portfolio, value $2,561,119.
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 7,190 sharesChange vs previous 13F -825 shares
0.01% of the 13F portfolio, value $2,365,295.
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 8,015 sharesChange vs previous 13F +133 shares
0.02% of the 13F portfolio, value $2,992,865.
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 7,882 sharesChange vs previous 13F +482 shares
0.02% of the 13F portfolio, value $2,683,865.
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 7,400 sharesChange vs previous 13F +132 shares
0.02% of the 13F portfolio, value $2,729,445.
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 7,268 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,268,801.
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).