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CWS Financial Advisors, LLC: CGGR position timeline

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

CWS Financial Advisors, LLC held 141,395 CGGR 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 141,395 shares
    Change vs previous 13F +7,296 shares

    1.48% of the 13F portfolio, value $6,673,833.

    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 134,099 shares
    Change vs previous 13F +8,279 shares

    1.38% of the 13F portfolio, value $5,389,430.

    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 125,820 shares
    Change vs previous 13F +3,479 shares

    1.52% of the 13F portfolio, value $5,595,205.

    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 122,341 shares
    Change vs previous 13F +3,290 shares

    1.49% of the 13F portfolio, value $5,373,225.

    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 119,051 shares
    Change vs previous 13F +13,226 shares

    1.41% of the 13F portfolio, value $4,839,430.

    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 105,825 shares
    Change vs previous 13F +23,646 shares

    1.14% of the 13F portfolio, value $3,624,512.

    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 82,179 shares
    Change vs previous 13F +12,793 shares

    0.99% of the 13F portfolio, value $3,054,600.

    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 69,386 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,413,932.

    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).