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CWS Financial Advisors, LLC: VXF position timeline

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

CWS Financial Advisors, LLC held 11,694 VXF 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 11,694 shares
    Change vs previous 13F -1,573 shares

    0.64% of the 13F portfolio, value $2,879,076.

    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 13,267 shares
    Change vs previous 13F -216 shares

    0.7% of the 13F portfolio, value $2,730,256.

    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 13,483 shares
    Change vs previous 13F -1,835 shares

    0.77% of the 13F portfolio, value $2,819,568.

    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 15,318 shares
    Change vs previous 13F -2,147 shares

    0.89% of the 13F portfolio, value $3,206,752.

    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 17,465 shares
    Change vs previous 13F -2,676 shares

    0.98% of the 13F portfolio, value $3,365,602.

    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 20,141 shares
    Change vs previous 13F -1,417 shares

    1.1% of the 13F portfolio, value $3,469,485.

    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 21,558 shares
    Change vs previous 13F -3,440 shares

    1.33% of the 13F portfolio, value $4,095,509.

    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 24,998 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $4,549,320.

    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).