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Kestra Advisory Services, LLC: CGGO position timeline

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

Kestra Advisory Services, LLC held 2,584,379 CGGO 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 2,584,379 shares
    Change vs previous 13F +206,658 shares

    0.24% of the 13F portfolio, value $109,396,753.

    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: 105,519 shares
    • Kestra Advisory Services, LLC: 1,995,334 shares
    • Kestra Investment Management, LLC: 483,526 shares

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

  2. period ended2026-03-31
    13F 2,377,721 shares
    Change vs previous 13F +509,256 shares

    0.2% of the 13F portfolio, value $79,344,526.

    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: 95,696 shares
    • Kestra Advisory Services, LLC: 1,565,128 shares
    • Kestra Investment Management, LLC: 716,897 shares

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

  3. period ended2025-12-31
    13F 1,868,465 shares
    Change vs previous 13F +161,465 shares

    0.18% of the 13F portfolio, value $64,742,332.

    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: 83,054 shares
    • Kestra Advisory Services, LLC: 1,410,915 shares
    • Kestra Investment Management, LLC: 374,496 shares

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

  4. period ended2025-09-30
    13F 1,707,000 shares
    Change vs previous 13F +550,698 shares

    0.18% of the 13F portfolio, value $58,328,201.

    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: 37,113 shares
    • Kestra Advisory Services, LLC: 1,343,224 shares
    • Kestra Investment Management, LLC: 326,663 shares

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

  5. period ended2025-06-30
    13F/A 1,156,302 shares
    Change vs previous 13F +129,534 shares

    0.12% of the 13F portfolio, value $36,966,989.

    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: 33,295 shares
    • Kestra Advisory Services, LLC: 868,346 shares
    • Kestra Investment Management, LLC: 254,661 shares

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

  6. period ended2025-03-31
    13F/A 1,026,768 shares
    Change vs previous 13F +120,634 shares

    0.1% of the 13F portfolio, value $29,088,337.

    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: 27,070 shares
    • Kestra Advisory Services, LLC: 801,485 shares
    • Kestra Investment Management, LLC: 198,213 shares

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

  7. period ended2024-12-31
    13F 906,134 shares
    Change vs previous 13F -239,459 shares

    0.13% of the 13F portfolio, value $26,477,218.

    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: 727,176 shares
    • Kestra Investment Management, LLC: 178,958 shares

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

  8. period ended2024-09-30
    13F 1,145,593 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $34,539,641.

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

    • Kestra Advisory Services, LLC: 995,960 shares
    • Kestra Investment Management, LLC: 149,633 shares

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