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Steward Partners Investment Advisory, LLC: CSQ position timeline

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

Steward Partners Investment Advisory, LLC held 121,061 CSQ 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 121,061 shares
    Change vs previous 13F -2,393 shares

    0.01% of the 13F portfolio, value $2,489,009.

    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 123,454 shares
    Change vs previous 13F -10,333 shares

    0.01% of the 13F portfolio, value $2,113,526.

    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 133,787 shares
    Change vs previous 13F -1,004 shares

    0.01% of the 13F portfolio, value $2,568,714.

    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 134,791 shares
    Change vs previous 13F -10,281 shares

    0.01% of the 13F portfolio, value $2,600,119.

    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 145,072 shares
    Change vs previous 13F -4,121 shares

    0.02% of the 13F portfolio, value $2,646,117.

    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 149,193 shares
    Change vs previous 13F +11,494 shares

    0.02% of the 13F portfolio, value $2,413,947.

    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 137,699 shares
    Change vs previous 13F +15,287 shares

    0.02% of the 13F portfolio, value $2,438,647.

    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 122,412 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,123,852.

    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).