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Kestra Advisory Services, LLC: CAG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on CAG, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 232,796 CAG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,796 shares
    Change vs previous 13F -28,692 shares

    0.01% of the 13F portfolio, value $3,133,428.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,498 shares
    • Kestra Advisory Services, LLC: 135,853 shares
    • Kestra Investment Management, LLC: 61,445 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 261,488 shares
    Change vs previous 13F +133,303 shares

    0.01% of the 13F portfolio, value $4,110,584.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,307 shares
    • Kestra Advisory Services, LLC: 161,663 shares
    • Kestra Investment Management, LLC: 63,518 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 128,185 shares
    Change vs previous 13F +69,102 shares

    0.01% of the 13F portfolio, value $2,218,875.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 63,106 shares
    • Kestra Advisory Services, LLC: 65,079 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,083 shares
    Change vs previous 13F +11,671 shares

    <0.01% of the 13F portfolio, value $1,081,819.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,215 shares
    • Kestra Advisory Services, LLC: 33,868 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 47,412 shares
    Change vs previous 13F -10,544 shares

    <0.01% of the 13F portfolio, value $970,529.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,558 shares
    • Kestra Advisory Services, LLC: 17,854 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 57,956 shares
    Change vs previous 13F -21,381 shares

    0.01% of the 13F portfolio, value $1,545,687.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 30,954 shares
    • Kestra Advisory Services, LLC: 22,007 shares
    • Kestra Investment Management, LLC: 4,995 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 79,337 shares
    Change vs previous 13F -6,856 shares

    0.01% of the 13F portfolio, value $2,201,602.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,292 shares
    • Kestra Advisory Services, LLC: 20,980 shares
    • Kestra Investment Management, LLC: 26,065 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,193 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,803,008.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 34,425 shares
    • Kestra Advisory Services, LLC: 25,684 shares
    • Kestra Investment Management, LLC: 26,084 shares

    Acceptance time not in the bulk data set (spec §4.2).