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CWS Financial Advisors, LLC: VIGI position timeline

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

CWS Financial Advisors, LLC held 16,748 VIGI 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 16,748 shares
    Change vs previous 13F +179 shares

    0.35% of the 13F portfolio, value $1,563,885.

    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 16,569 shares
    Change vs previous 13F -1,321 shares

    0.38% of the 13F portfolio, value $1,465,726.

    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 17,890 shares
    Change vs previous 13F -605 shares

    0.44% of the 13F portfolio, value $1,636,021.

    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 18,495 shares
    Change vs previous 13F +346 shares

    0.46% of the 13F portfolio, value $1,656,571.

    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 18,149 shares
    Change vs previous 13F +1,085 shares

    0.48% of the 13F portfolio, value $1,635,592.

    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 17,064 shares
    Change vs previous 13F +802 shares

    0.45% of the 13F portfolio, value $1,415,319.

    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 16,262 shares
    Change vs previous 13F +259 shares

    0.42% of the 13F portfolio, value $1,300,792.

    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 16,003 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,412,705.

    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).