Kestra Advisory Services, LLC: CGIB position timeline

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

Kestra Advisory Services, LLC held 926,750 CGIB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 926,750 shares
Change vs previous 13F -351,490 shares
0.05% of the 13F portfolio, value $23,659,920.
13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 13,015 shares
- Kestra Advisory Services, LLC: 36,563 shares
- Kestra Investment Management, LLC: 877,172 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,278,240 shares
Change vs previous 13F +950,514 shares
0.1% of the 13F portfolio, value $32,256,401.
13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Kestra Advisory Services, LLC: 22,226 shares
- Kestra Investment Management, LLC: 1,256,014 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 327,726 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $8,311,139.
13F-HR 0001962449-26-000001 filed by Kestra Investment Management, LLC
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Kestra Advisory Services, LLC: 12,879 shares
- Kestra Investment Management, LLC: 314,847 shares
Acceptance time not in the bulk data set (spec §4.2).