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CWS Financial Advisors, LLC: CGCB position timeline

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

CWS Financial Advisors, LLC held 72,462 CGCB 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 72,462 shares
    Change vs previous 13F +1,548 shares

    0.42% of the 13F portfolio, value $1,897,052.

    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 70,914 shares
    Change vs previous 13F +2,022 shares

    0.48% of the 13F portfolio, value $1,862,194.

    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 68,892 shares
    Change vs previous 13F +38,133 shares

    0.5% of the 13F portfolio, value $1,827,005.

    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 30,759 shares
    Change vs previous 13F +555 shares

    0.23% of the 13F portfolio, value $817,581.

    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 30,204 shares
    Change vs previous 13F +2,243 shares

    0.23% of the 13F portfolio, value $794,360.

    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 27,961 shares
    Change vs previous 13F +10,852 shares

    0.23% of the 13F portfolio, value $734,807.

    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 17,109 shares
    Change vs previous 13F +6,363 shares

    0.14% of the 13F portfolio, value $441,233.

    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 10,746 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $289,610.

    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).