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CWS Financial Advisors, LLC: VGSH position timeline

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

CWS Financial Advisors, LLC held 78,342 VGSH 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 78,342 shares
    Change vs previous 13F +8,013 shares

    1.01% of the 13F portfolio, value $4,559,477.

    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 70,329 shares
    Change vs previous 13F +5,703 shares

    1.05% of the 13F portfolio, value $4,117,073.

    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 64,626 shares
    Change vs previous 13F +7,920 shares

    1.03% of the 13F portfolio, value $3,795,509.

    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 56,706 shares
    Change vs previous 13F +2,514 shares

    0.93% of the 13F portfolio, value $3,337,158.

    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 54,192 shares
    Change vs previous 13F +4,515 shares

    0.93% of the 13F portfolio, value $3,185,403.

    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 49,677 shares
    Change vs previous 13F +10,304 shares

    0.92% of the 13F portfolio, value $2,915,517.

    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 39,373 shares
    Change vs previous 13F +6,581 shares

    0.74% of the 13F portfolio, value $2,290,714.

    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 32,792 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,935,390.

    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).