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Kestra Advisory Services, LLC: CFG position timeline

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

Kestra Advisory Services, LLC held 33,013 CFG 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 33,013 shares
    Change vs previous 13F +1,753 shares

    0.01% of the 13F portfolio, value $2,313,247.

    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: 16,204 shares
    • Kestra Advisory Services, LLC: 16,809 shares

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

  2. period ended2026-03-31
    13F 31,260 shares
    Change vs previous 13F +7,100 shares

    0.01% of the 13F portfolio, value $1,874,674.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,142 shares
    • Kestra Advisory Services, LLC: 15,118 shares

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

  3. period ended2025-12-31
    13F 24,160 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $1,411,168.

    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: 10,040 shares
    • Kestra Advisory Services, LLC: 14,120 shares

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

  4. period ended2025-09-30
    13F 23,821 shares
    Change vs previous 13F -2,351 shares

    <0.01% of the 13F portfolio, value $1,266,358.

    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: 9,842 shares
    • Kestra Advisory Services, LLC: 13,979 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 26,172 shares
    Change vs previous 13F +842 shares

    <0.01% of the 13F portfolio, value $1,171,190.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,821 shares
    • Kestra Advisory Services, LLC: 14,426 shares
    • Kestra Investment Management, LLC: 925 shares

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

  6. period ended2025-03-31
    13F/A 25,330 shares
    Change vs previous 13F +1,326 shares

    <0.01% of the 13F portfolio, value $1,037,771.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,217 shares
    • Kestra Advisory Services, LLC: 16,080 shares
    • Kestra Investment Management, LLC: 33 shares

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

  7. period ended2024-12-31
    13F 24,004 shares
    Change vs previous 13F +4,966 shares

    <0.01% of the 13F portfolio, value $1,050,415.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,306 shares
    • Kestra Advisory Services, LLC: 14,698 shares

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

  8. period ended2024-09-30
    13F 19,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $781,871.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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