Steward Partners Investment Advisory, LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $825,564 | 66,098 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $251,437 | 20,115 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $441,166 | 32,249 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $303,391 | 18,751 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $323,887 | 18,064 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $298,638 | 17,598 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $233,227 | 13,147 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $200,813 | 12,335 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $132,381 | 8,849 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $62,263 | 4,294 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $60,758 | 4,173 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $55,052 | 4,042 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $61,690 | 4,311 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $47,716 | 4,171 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $52,832 | 4,160 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $59,718 | 4,150 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $52,174 | 3,800 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $54,417 | 4,058 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $53,606 | 4,058 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $139,365 | 10,558 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $41,635 | 4,058 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $31,701 | 3,558 | Shares | Sole | 2020-10-30 |