CWS Financial Advisors, LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWS Financial Advisors, LLC on T, newest first. How the timeline and the estimate are built.
CWS Financial Advisors, LLC held 18,723 T shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 18,723 sharesChange vs previous 13F +184 shares
0.09% of the 13F portfolio, value $387,576.
13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,539 sharesChange vs previous 13F +369 shares
0.14% of the 13F portfolio, value $537,433.
13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,170 sharesChange vs previous 13F -1,169 shares
0.12% of the 13F portfolio, value $451,336.
13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,339 sharesChange vs previous 13F -92 shares
0.15% of the 13F portfolio, value $546,134.
13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,431 sharesChange vs previous 13F -560 shares
0.16% of the 13F portfolio, value $562,348.
13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,991 sharesChange vs previous 13F -1,048 shares
0.18% of the 13F portfolio, value $565,353.
13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,039 sharesChange vs previous 13F -69 shares
0.16% of the 13F portfolio, value $479,064.
13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,108 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $464,383.
13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).