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Kestra Advisory Services, LLC: CGCB position timeline

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

Kestra Advisory Services, LLC held 519,016 CGCB 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 519,016 shares
    Change vs previous 13F -17,965 shares

    0.03% of the 13F portfolio, value $13,587,849.

    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: 56,493 shares
    • Kestra Advisory Services, LLC: 462,523 shares

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

  2. period ended2026-03-31
    13F 536,981 shares
    Change vs previous 13F +174,563 shares

    0.04% of the 13F portfolio, value $14,101,122.

    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: 59,209 shares
    • Kestra Advisory Services, LLC: 477,772 shares

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

  3. period ended2025-12-31
    13F 362,418 shares
    Change vs previous 13F +30,120 shares

    0.03% of the 13F portfolio, value $9,611,316.

    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: 46,360 shares
    • Kestra Advisory Services, LLC: 316,058 shares

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

  4. period ended2025-09-30
    13F 332,298 shares
    Change vs previous 13F -16,244 shares

    0.03% of the 13F portfolio, value $8,832,488.

    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: 32,269 shares
    • Kestra Advisory Services, LLC: 300,029 shares

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

  5. period ended2025-06-30
    13F 348,542 shares
    Change vs previous 13F +53,750 shares

    0.03% of the 13F portfolio, value $9,166,652.

    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: 9,731 shares
    • Kestra Advisory Services, LLC: 338,811 shares

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

  6. period ended2025-03-31
    13F 294,792 shares
    Change vs previous 13F +30,636 shares

    0.04% of the 13F portfolio, value $7,747,134.

    13F-HR 0001830819-25-000006 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).

  7. period ended2024-12-31
    13F 264,156 shares
    Change vs previous 13F +87,953 shares

    0.04% of the 13F portfolio, value $6,812,583.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 176,203 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,748,668.

    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).