Skip to content
Disclosery

Kestra Advisory Services, LLC: CGHM position timeline

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

Kestra Advisory Services, LLC held 505,492 CGHM 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 505,492 shares
    Change vs previous 13F +66,571 shares

    0.04% of the 13F portfolio, value $13,066,978.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 438,921 shares
    Change vs previous 13F +367,340 shares

    0.04% of the 13F portfolio, value $11,113,481.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 71,581 shares
    Change vs previous 13F +41,754 shares

    0.01% of the 13F portfolio, value $1,823,882.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 29,827 shares
    Change vs previous 13F +12,626 shares

    <0.01% of the 13F portfolio, value $754,332.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 17,201 shares
    Change vs previous 13F +6,659 shares

    <0.01% of the 13F portfolio, value $423,740.

    13F-HR 0001830819-25-000009 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).

  6. period ended2025-03-31
    13F 10,542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,193.

    13F-HR 0001830819-25-000006 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).