Skip to content
Disclosery

Kestra Advisory Services, LLC: CGDG position timeline

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

Kestra Advisory Services, LLC held 464,787 CGDG 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 464,787 shares
    Change vs previous 13F +113,157 shares

    0.04% of the 13F portfolio, value $17,434,141.

    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: 37,107 shares
    • Kestra Advisory Services, LLC: 427,680 shares

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

  2. period ended2026-03-31
    13F 351,630 shares
    Change vs previous 13F +168,772 shares

    0.04% of the 13F portfolio, value $12,623,520.

    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: 34,268 shares
    • Kestra Advisory Services, LLC: 317,362 shares

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

  3. period ended2025-12-31
    13F 182,858 shares
    Change vs previous 13F +24,141 shares

    0.02% of the 13F portfolio, value $6,517,039.

    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: 31,288 shares
    • Kestra Advisory Services, LLC: 151,570 shares

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

  4. period ended2025-09-30
    13F 158,717 shares
    Change vs previous 13F -71,863 shares

    0.02% of the 13F portfolio, value $5,499,553.

    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: 28,474 shares
    • Kestra Advisory Services, LLC: 130,243 shares

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

  5. period ended2025-06-30
    13F 230,580 shares
    Change vs previous 13F +127,942 shares

    0.03% of the 13F portfolio, value $7,754,393.

    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: 22,786 shares
    • Kestra Advisory Services, LLC: 207,794 shares

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

  6. period ended2025-03-31
    13F/A 102,638 shares
    Change vs previous 13F +13,408 shares

    0.02% of the 13F portfolio, value $3,171,514.

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

    • Kestra Advisory Services, LLC: 102,638 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 89,230 shares
    Change vs previous 13F +19,416 shares

    0.01% of the 13F portfolio, value $2,644,785.

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

    • Kestra Advisory Services, LLC: 89,184 shares
    • Kestra Investment Management, LLC: 46 shares

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

  8. period ended2024-09-30
    13F 69,814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,144,699.

    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).