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Steward Partners Investment Advisory, LLC: CTA position timeline

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

Steward Partners Investment Advisory, LLC held 96,704 CTA 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 96,704 shares
    Change vs previous 13F +3,274 shares

    0.01% of the 13F portfolio, value $2,508,493.

    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 93,430 shares
    Change vs previous 13F -10,977 shares

    0.01% of the 13F portfolio, value $2,823,456.

    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 104,407 shares
    Change vs previous 13F +241 shares

    0.02% of the 13F portfolio, value $2,846,140.

    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 104,166 shares
    Change vs previous 13F -116,073 shares

    0.02% of the 13F portfolio, value $2,913,516.

    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 220,239 shares
    Change vs previous 13F +17,120 shares

    0.05% of the 13F portfolio, value $5,889,185.

    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 203,119 shares
    Change vs previous 13F +55,247 shares

    0.05% of the 13F portfolio, value $6,012,319.

    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 147,872 shares
    Change vs previous 13F +43,606 shares

    0.04% of the 13F portfolio, value $4,124,162.

    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 104,266 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,710,905.

    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).