Skip to content
Disclosery

CWS Financial Advisors, LLC: VGT position timeline

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

CWS Financial Advisors, LLC held 23,453 VGT 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 23,453 shares
    Change vs previous 13F +20,525 shares

    0.62% of the 13F portfolio, value $2,803,048.

    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 2,928 shares
    Change vs previous 13F -18 shares

    0.52% of the 13F portfolio, value $2,043,220.

    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 2,946 shares
    Change vs previous 13F +3 shares

    0.6% of the 13F portfolio, value $2,220,346.

    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 2,943 shares
    Change vs previous 13F +3 shares

    0.61% of the 13F portfolio, value $2,197,295.

    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 2,940 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,949,947.

    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).