Skip to content
Disclosery

Kestra Advisory Services, LLC: CGGR position timeline

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

Kestra Advisory Services, LLC held 7,195,473 CGGR 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 7,195,473 shares
    Change vs previous 13F -110,853 shares

    0.75% of the 13F portfolio, value $339,626,358.

    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: 352,779 shares
    • Kestra Advisory Services, LLC: 4,018,181 shares
    • Kestra Investment Management, LLC: 2,824,513 shares

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

  2. period ended2026-03-31
    13F 7,306,326 shares
    Change vs previous 13F +2,156,491 shares

    0.73% of the 13F portfolio, value $293,641,230.

    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: 473,147 shares
    • Kestra Advisory Services, LLC: 3,021,423 shares
    • Kestra Investment Management, LLC: 3,811,756 shares

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

  3. period ended2025-12-31
    13F 5,149,835 shares
    Change vs previous 13F +871,049 shares

    0.63% of the 13F portfolio, value $229,013,158.

    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: 473,869 shares
    • Kestra Advisory Services, LLC: 2,576,150 shares
    • Kestra Investment Management, LLC: 2,099,816 shares

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

  4. period ended2025-09-30
    13F 4,278,786 shares
    Change vs previous 13F +353,498 shares

    0.57% of the 13F portfolio, value $187,924,261.

    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: 343,368 shares
    • Kestra Advisory Services, LLC: 2,258,833 shares
    • Kestra Investment Management, LLC: 1,676,585 shares

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

  5. period ended2025-06-30
    13F/A 3,925,288 shares
    Change vs previous 13F +341 shares

    0.52% of the 13F portfolio, value $159,562,984.

    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: 375,397 shares
    • Kestra Advisory Services, LLC: 2,079,960 shares
    • Kestra Investment Management, LLC: 1,469,931 shares

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

  6. period ended2025-03-31
    13F/A 3,924,947 shares
    Change vs previous 13F +849,539 shares

    0.45% of the 13F portfolio, value $134,429,436.

    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: 314,342 shares
    • Kestra Advisory Services, LLC: 1,828,246 shares
    • Kestra Investment Management, LLC: 1,782,359 shares

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

  7. period ended2024-12-31
    13F 3,075,408 shares
    Change vs previous 13F +44,862 shares

    0.43% of the 13F portfolio, value $114,312,917.

    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: 142,541 shares
    • Kestra Advisory Services, LLC: 1,794,600 shares
    • Kestra Investment Management, LLC: 1,138,267 shares

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

  8. period ended2024-09-30
    13F 3,030,546 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $105,432,693.

    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: 125,930 shares
    • Kestra Advisory Services, LLC: 1,805,123 shares
    • Kestra Investment Management, LLC: 1,099,493 shares

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