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CWS Financial Advisors, LLC: CGCV position timeline

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

CWS Financial Advisors, LLC held 53,477 CGCV 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 53,477 shares
    Change vs previous 13F -2,147 shares

    0.39% of the 13F portfolio, value $1,755,126.

    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 55,624 shares
    Change vs previous 13F +275 shares

    0.42% of the 13F portfolio, value $1,658,150.

    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 55,349 shares
    Change vs previous 13F +2,519 shares

    0.46% of the 13F portfolio, value $1,687,590.

    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 52,830 shares
    Change vs previous 13F +4,750 shares

    0.44% of the 13F portfolio, value $1,590,714.

    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 48,080 shares
    Change vs previous 13F +6,214 shares

    0.4% of the 13F portfolio, value $1,375,074.

    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 41,866 shares
    Change vs previous 13F +26,881 shares

    0.36% of the 13F portfolio, value $1,135,197.

    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 14,985 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $397,702.

    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).