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CWS Financial Advisors, LLC: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWS Financial Advisors, LLC on CGBL, newest first. How the timeline and the estimate are built.

CWS Financial Advisors, LLC held 137,150 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,150 shares
    Change vs previous 13F +16,197 shares

    1.16% of the 13F portfolio, value $5,206,232.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, 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 120,953 shares
    Change vs previous 13F +13,704 shares

    1.07% of the 13F portfolio, value $4,162,010.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, 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 107,249 shares
    Change vs previous 13F +8,411 shares

    1.03% of the 13F portfolio, value $3,789,125.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, 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 98,838 shares
    Change vs previous 13F +5,449 shares

    0.95% of the 13F portfolio, value $3,431,643.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, 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 93,389 shares
    Change vs previous 13F +22,768 shares

    0.91% of the 13F portfolio, value $3,122,936.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, 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 70,621 shares
    Change vs previous 13F +26,718 shares

    0.69% of the 13F portfolio, value $2,187,846.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, 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 43,903 shares
    Change vs previous 13F +14,886 shares

    0.44% of the 13F portfolio, value $1,372,854.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, 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 29,017 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $900,987.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).