Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: CWB position timeline

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

Steward Partners Investment Advisory, LLC held 87,183 CWB 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 87,183 shares
    Change vs previous 13F -4,510 shares

    0.05% of the 13F portfolio, value $9,400,053.

    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 91,693 shares
    Change vs previous 13F -672 shares

    0.04% of the 13F portfolio, value $8,391,670.

    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 92,365 shares
    Change vs previous 13F -340 shares

    0.05% of the 13F portfolio, value $8,238,883.

    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 92,705 shares
    Change vs previous 13F +987 shares

    0.05% of the 13F portfolio, value $8,389,803.

    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 91,718 shares
    Change vs previous 13F +695 shares

    0.06% of the 13F portfolio, value $7,581,423.

    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 91,023 shares
    Change vs previous 13F -7,523 shares

    0.06% of the 13F portfolio, value $6,974,173.

    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 98,546 shares
    Change vs previous 13F +4,279 shares

    0.07% of the 13F portfolio, value $7,675,768.

    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 94,267 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,219,891.

    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).