Skip to content
Disclosery

CWS Financial Advisors, LLC: VUG position timeline

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

CWS Financial Advisors, LLC held 150,746 VUG 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 150,746 shares
    Change vs previous 13F +125,498 shares

    2.88% of the 13F portfolio, value $12,985,251.

    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 25,248 shares
    Change vs previous 13F -630 shares

    2.83% of the 13F portfolio, value $11,028,122.

    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 25,878 shares
    Change vs previous 13F -116 shares

    3.43% of the 13F portfolio, value $12,624,773.

    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 25,994 shares
    Change vs previous 13F +1,378 shares

    3.46% of the 13F portfolio, value $12,466,912.

    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 24,616 shares
    Change vs previous 13F +396 shares

    3.14% of the 13F portfolio, value $10,791,638.

    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 24,220 shares
    Change vs previous 13F +1,566 shares

    2.84% of the 13F portfolio, value $8,981,275.

    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 22,654 shares
    Change vs previous 13F +1,498 shares

    3.01% of the 13F portfolio, value $9,298,003.

    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 21,156 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $8,122,352.

    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).