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Kestra Advisory Services, LLC: CGIC position timeline

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

Kestra Advisory Services, LLC held 175,431 CGIC 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 175,431 shares
    Change vs previous 13F +73,071 shares

    0.01% of the 13F portfolio, value $6,383,930.

    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: 30,869 shares
    • Kestra Advisory Services, LLC: 138,344 shares
    • Kestra Investment Management, LLC: 6,218 shares

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

  2. period ended2026-03-31
    13F 102,360 shares
    Change vs previous 13F +28,086 shares

    0.01% of the 13F portfolio, value $3,389,150.

    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: 19,353 shares
    • Kestra Advisory Services, LLC: 83,007 shares

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

  3. period ended2025-12-31
    13F 74,274 shares
    Change vs previous 13F +14,305 shares

    0.01% of the 13F portfolio, value $2,413,904.

    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: 15,737 shares
    • Kestra Advisory Services, LLC: 58,537 shares

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

  4. period ended2025-09-30
    13F 59,969 shares
    Change vs previous 13F +7,267 shares

    0.01% of the 13F portfolio, value $1,847,668.

    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: 9,753 shares
    • Kestra Advisory Services, LLC: 50,216 shares

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

  5. period ended2025-06-30
    13F 52,702 shares
    Change vs previous 13F +25,903 shares

    0.01% of the 13F portfolio, value $1,534,163.

    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: 9,686 shares
    • Kestra Advisory Services, LLC: 43,016 shares

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

  6. period ended2025-03-31
    13F 26,799 shares
    Change vs previous 13F +12,277 shares

    <0.01% of the 13F portfolio, value $696,239.

    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: 8,325 shares
    • Kestra Advisory Services, LLC: 18,474 shares

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

  7. period ended2024-12-31
    13F 14,522 shares
    Change vs previous 13F +2,643 shares

    <0.01% of the 13F portfolio, value $349,190.

    13F-HR 0001830819-25-000002 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).

  8. period ended2024-09-30
    13F 11,879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,954.

    13F-HR 0001830819-24-000009 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).