Steward Partners Investment Advisory, LLC
Position in GLDI — Credit Suisse AG
CIK 1723397
STAMFORD, CT
Position in GLDI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$77,583
+$2,873 QoQ
Shares Held
552
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 42 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GLDI Over Time
Shares Held
Position Value (USD)
All Filings in GLDI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,583 | 552 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $74,710 | 450 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||