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Kestra Advisory Services, LLC: CGDV position timeline

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

Kestra Advisory Services, LLC held 10,316,988 CGDV 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 10,316,988 shares
    Change vs previous 13F +387,039 shares

    1.12% of the 13F portfolio, value $508,421,182.

    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: 830,959 shares
    • Kestra Advisory Services, LLC: 6,955,068 shares
    • Kestra Investment Management, LLC: 2,530,961 shares

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

  2. period ended2026-03-31
    13F 9,929,949 shares
    Change vs previous 13F +2,049,637 shares

    1.05% of the 13F portfolio, value $422,420,030.

    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: 773,695 shares
    • Kestra Advisory Services, LLC: 5,857,420 shares
    • Kestra Investment Management, LLC: 3,298,834 shares

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

  3. period ended2025-12-31
    13F 7,880,312 shares
    Change vs previous 13F +1,017,961 shares

    0.95% of the 13F portfolio, value $343,896,795.

    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: 737,930 shares
    • Kestra Advisory Services, LLC: 5,096,745 shares
    • Kestra Investment Management, LLC: 2,045,637 shares

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

  4. period ended2025-09-30
    13F 6,862,351 shares
    Change vs previous 13F +454,338 shares

    0.87% of the 13F portfolio, value $288,424,651.

    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: 638,175 shares
    • Kestra Advisory Services, LLC: 4,418,723 shares
    • Kestra Investment Management, LLC: 1,805,453 shares

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

  5. period ended2025-06-30
    13F/A 6,408,013 shares
    Change vs previous 13F +517,436 shares

    0.82% of the 13F portfolio, value $253,052,427.

    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: 501,329 shares
    • Kestra Advisory Services, LLC: 4,344,269 shares
    • Kestra Investment Management, LLC: 1,562,415 shares

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

  6. period ended2025-03-31
    13F/A 5,890,577 shares
    Change vs previous 13F +736,905 shares

    0.7% of the 13F portfolio, value $209,940,166.

    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: 385,334 shares
    • Kestra Advisory Services, LLC: 3,683,059 shares
    • Kestra Investment Management, LLC: 1,822,184 shares

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

  7. period ended2024-12-31
    13F 5,153,672 shares
    Change vs previous 13F +905,628 shares

    0.68% of the 13F portfolio, value $181,718,450.

    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: 345,749 shares
    • Kestra Advisory Services, LLC: 3,697,300 shares
    • Kestra Investment Management, LLC: 1,110,623 shares

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

  8. period ended2024-09-30
    13F 4,248,044 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $154,798,740.

    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: 299,869 shares
    • Kestra Advisory Services, LLC: 3,000,888 shares
    • Kestra Investment Management, LLC: 947,287 shares

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