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CWS Financial Advisors, LLC: CGUS position timeline

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

CWS Financial Advisors, LLC held 39,922 CGUS 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 39,922 shares
    Change vs previous 13F -70 shares

    0.39% of the 13F portfolio, value $1,775,710.

    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 39,992 shares
    Change vs previous 13F +397 shares

    0.39% of the 13F portfolio, value $1,536,496.

    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 39,595 shares
    Change vs previous 13F -1,280 shares

    0.43% of the 13F portfolio, value $1,592,911.

    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 40,875 shares
    Change vs previous 13F +294 shares

    0.45% of the 13F portfolio, value $1,616,184.

    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 40,581 shares
    Change vs previous 13F +2,534 shares

    0.44% of the 13F portfolio, value $1,498,669.

    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 38,047 shares
    Change vs previous 13F +1,845 shares

    0.4% of the 13F portfolio, value $1,270,779.

    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 36,202 shares
    Change vs previous 13F +6,334 shares

    0.41% of the 13F portfolio, value $1,265,993.

    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 29,868 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,023,863.

    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).