Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CSM position timeline

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

Steward Partners Investment Advisory, LLC held 7,644 CSM 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 7,644 shares
    Change vs previous 13F -426 shares

    <0.01% of the 13F portfolio, value $651,373.

    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 8,070 shares
    Change vs previous 13F -320 shares

    <0.01% of the 13F portfolio, value $603,771.

    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 8,390 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $668,537.

    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 8,488 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $649,897.

    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 8,757 shares
    Change vs previous 13F -285 shares

    <0.01% of the 13F portfolio, value $617,126.

    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 9,042 shares
    Change vs previous 13F +1,694 shares

    0.01% of the 13F portfolio, value $576,177.

    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 7,348 shares
    Change vs previous 13F +1,942 shares

    <0.01% of the 13F portfolio, value $485,993.

    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 5,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $353,404.

    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).