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Kestra Advisory Services, LLC: CGCP position timeline

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

Kestra Advisory Services, LLC held 2,408,354 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,408,354 shares
    Change vs previous 13F -46,456 shares

    0.12% of the 13F portfolio, value $53,682,225.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 110,892 shares
    • Kestra Advisory Services, LLC: 910,695 shares
    • Kestra Investment Management, LLC: 1,386,767 shares

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

  2. period ended2026-03-31
    13F 2,454,810 shares
    Change vs previous 13F +413,737 shares

    0.14% of the 13F portfolio, value $54,840,446.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 85,224 shares
    • Kestra Advisory Services, LLC: 365,657 shares
    • Kestra Investment Management, LLC: 2,003,929 shares

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

  3. period ended2025-12-31
    13F 2,041,073 shares
    Change vs previous 13F +224,341 shares

    0.13% of the 13F portfolio, value $46,209,871.

    13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 60,069 shares
    • Kestra Advisory Services, LLC: 361,040 shares
    • Kestra Investment Management, LLC: 1,619,964 shares

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

  4. period ended2025-09-30
    13F 1,816,732 shares
    Change vs previous 13F +295,586 shares

    0.12% of the 13F portfolio, value $41,276,142.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 53,177 shares
    • Kestra Advisory Services, LLC: 304,393 shares
    • Kestra Investment Management, LLC: 1,459,162 shares

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

  5. period ended2025-06-30
    13F/A 1,521,146 shares
    Change vs previous 13F +231,162 shares

    0.11% of the 13F portfolio, value $34,225,787.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 80,814 shares
    • Kestra Advisory Services, LLC: 283,877 shares
    • Kestra Investment Management, LLC: 1,156,455 shares

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

  6. period ended2025-03-31
    13F/A 1,289,984 shares
    Change vs previous 13F +201,787 shares

    0.1% of the 13F portfolio, value $28,960,141.

    13F-HR/A 0001962449-25-000003 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 155,029 shares
    • Kestra Advisory Services, LLC: 229,328 shares
    • Kestra Investment Management, LLC: 905,627 shares

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

  7. period ended2024-12-31
    13F 1,088,197 shares
    Change vs previous 13F -363,586 shares

    0.09% of the 13F portfolio, value $24,157,982.

    13F-HR 0001962449-25-000001 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 206,508 shares
    • Kestra Advisory Services, LLC: 261,950 shares
    • Kestra Investment Management, LLC: 619,739 shares

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

  8. period ended2024-09-30
    13F 1,451,783 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $33,565,232.

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

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 129,699 shares
    • Kestra Advisory Services, LLC: 864,189 shares
    • Kestra Investment Management, LLC: 457,895 shares

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