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Disclosery

Steward Partners Investment Advisory, LLC: CWI position timeline

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

Steward Partners Investment Advisory, LLC held 76,028 CWI 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 76,028 shares
    Change vs previous 13F -882 shares

    0.02% of the 13F portfolio, value $3,092,061.

    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 76,910 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $2,814,134.

    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 76,898 shares
    Change vs previous 13F +101 shares

    0.02% of the 13F portfolio, value $2,762,173.

    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 76,797 shares
    Change vs previous 13F -1,726 shares

    0.02% of the 13F portfolio, value $2,681,741.

    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 78,523 shares
    Change vs previous 13F -757 shares

    0.02% of the 13F portfolio, value $2,564,551.

    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 79,280 shares
    Change vs previous 13F -3,054 shares

    0.02% of the 13F portfolio, value $2,345,110.

    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 82,334 shares
    Change vs previous 13F -297 shares

    0.02% of the 13F portfolio, value $2,300,419.

    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 82,631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,515,299.

    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).