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CWS Financial Advisors, LLC: CGDG position timeline

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

CWS Financial Advisors, LLC held 52,919 CGDG 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 52,919 shares
    Change vs previous 13F -112 shares

    0.44% of the 13F portfolio, value $1,984,975.

    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 53,031 shares
    Change vs previous 13F +1,145 shares

    0.49% of the 13F portfolio, value $1,903,802.

    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 51,886 shares
    Change vs previous 13F +4,359 shares

    0.5% of the 13F portfolio, value $1,849,207.

    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 47,527 shares
    Change vs previous 13F +4,122 shares

    0.46% of the 13F portfolio, value $1,646,795.

    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 43,405 shares
    Change vs previous 13F +17,638 shares

    0.42% of the 13F portfolio, value $1,459,696.

    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 25,767 shares
    Change vs previous 13F +9,073 shares

    0.25% of the 13F portfolio, value $796,198.

    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 16,694 shares
    Change vs previous 13F +5,119 shares

    0.16% of the 13F portfolio, value $494,808.

    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 11,575 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $355,580.

    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).