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CWS Financial Advisors, LLC: CGXU position timeline

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

CWS Financial Advisors, LLC held 72,983 CGXU 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 72,983 shares
    Change vs previous 13F +850 shares

    0.56% of the 13F portfolio, value $2,526,686.

    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 72,133 shares
    Change vs previous 13F +272 shares

    0.55% of the 13F portfolio, value $2,127,214.

    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 71,861 shares
    Change vs previous 13F +4,833 shares

    0.58% of the 13F portfolio, value $2,123,505.

    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 67,028 shares
    Change vs previous 13F +15,615 shares

    0.55% of the 13F portfolio, value $1,985,363.

    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 51,413 shares
    Change vs previous 13F +199 shares

    0.41% of the 13F portfolio, value $1,394,844.

    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 51,214 shares
    Change vs previous 13F +7,680 shares

    0.4% of the 13F portfolio, value $1,253,727.

    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 43,534 shares
    Change vs previous 13F +13,017 shares

    0.35% of the 13F portfolio, value $1,073,992.

    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 30,517 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $823,055.

    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).