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CWS Financial Advisors, LLC: VGIT position timeline

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

CWS Financial Advisors, LLC held 28,441 VGIT 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 28,441 shares
    Change vs previous 13F +1,042 shares

    0.37% of the 13F portfolio, value $1,677,438.

    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 27,399 shares
    Change vs previous 13F -1,866 shares

    0.42% of the 13F portfolio, value $1,631,637.

    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 29,265 shares
    Change vs previous 13F +3,297 shares

    0.48% of the 13F portfolio, value $1,753,862.

    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 25,968 shares
    Change vs previous 13F +9,928 shares

    0.43% of the 13F portfolio, value $1,558,881.

    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 16,040 shares
    Change vs previous 13F +6,319 shares

    0.28% of the 13F portfolio, value $959,342.

    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 9,721 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $577,427.

    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).