Steward Partners Investment Advisory, LLC
Holdings in CGO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $107,578 | 9,445 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $108,588 | 9,019 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $109,664 | 9,365 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $96,740 | 9,365 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $136,782 | 12,009 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $145,228 | 12,153 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $8,542 | 771 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $8,018 | 771 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $7,000 | 771 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $6,746 | 771 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $7,478 | 771 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $7,247 | 771 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $6,807 | 771 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $7,571 | 771 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $8,188 | 771 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $11,102 | 771 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $11,857 | 771 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $12,258 | 771 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $12,490 | 771 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $38,475 | 2,584 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $11,310 | 771 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $9,144 | 771 | Shares | Sole | 2020-10-30 |
| 2020-06-30 | $8,743 | 771 | Shares | Sole | 2020-08-06 |
| 2020-03-31 | $7,008 | 771 | Shares | Sole | 2020-04-29 |