Kestra Advisory Services, LLC: CGBL position timeline

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

Kestra Advisory Services, LLC held 2,298,599 CGBL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 2,298,599 shares
Change vs previous 13F +243,297 shares
0.22% of the 13F portfolio, value $87,254,812.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 540,006 shares
- Kestra Advisory Services, LLC: 1,758,593 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,055,302 shares
Change vs previous 13F +247,674 shares
0.2% of the 13F portfolio, value $70,722,937.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 481,750 shares
- Kestra Advisory Services, LLC: 1,573,552 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,807,628 shares
Change vs previous 13F +230,887 shares
0.18% of the 13F portfolio, value $63,863,500.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 479,872 shares
- Kestra Advisory Services, LLC: 1,302,345 shares
- Kestra Investment Management, LLC: 25,411 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,576,741 shares
Change vs previous 13F +309,777 shares
0.16% of the 13F portfolio, value $54,744,473.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 471,323 shares
- Kestra Advisory Services, LLC: 1,080,283 shares
- Kestra Investment Management, LLC: 25,135 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,266,964 shares
Change vs previous 13F +390,735 shares
0.15% of the 13F portfolio, value $42,367,260.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 459,776 shares
- Kestra Advisory Services, LLC: 807,188 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 876,229 shares
Change vs previous 13F -19,668 shares
0.1% of the 13F portfolio, value $27,145,574.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 203,497 shares
- Kestra Advisory Services, LLC: 672,732 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 895,897 shares
Change vs previous 13F +207,965 shares
0.12% of the 13F portfolio, value $28,014,700.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 190,043 shares
- Kestra Advisory Services, LLC: 705,854 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 687,932 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $21,360,274.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 112,683 shares
- Kestra Advisory Services, LLC: 575,249 shares
Acceptance time not in the bulk data set (spec §4.2).