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Kestra Advisory Services, LLC: CGIE position timeline

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

Kestra Advisory Services, LLC held 408,054 CGIE 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 408,054 shares
    Change vs previous 13F -31,961 shares

    0.04% of the 13F portfolio, value $15,008,228.

    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: 66,957 shares
    • Kestra Advisory Services, LLC: 341,097 shares

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

  2. period ended2026-03-31
    13F 440,015 shares
    Change vs previous 13F +174,088 shares

    0.04% of the 13F portfolio, value $14,881,312.

    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: 59,988 shares
    • Kestra Advisory Services, LLC: 380,027 shares

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

  3. period ended2025-12-31
    13F 265,927 shares
    Change vs previous 13F +39,809 shares

    0.03% of the 13F portfolio, value $9,259,603.

    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: 35,120 shares
    • Kestra Advisory Services, LLC: 230,807 shares

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

  4. period ended2025-09-30
    13F 226,118 shares
    Change vs previous 13F +6,836 shares

    0.03% of the 13F portfolio, value $7,624,703.

    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: 26,727 shares
    • Kestra Advisory Services, LLC: 199,391 shares

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

  5. period ended2025-06-30
    13F 219,282 shares
    Change vs previous 13F +78,993 shares

    0.03% of the 13F portfolio, value $7,218,774.

    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: 28,524 shares
    • Kestra Advisory Services, LLC: 190,758 shares

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

  6. period ended2025-03-31
    13F 140,289 shares
    Change vs previous 13F +4,726 shares

    0.02% of the 13F portfolio, value $4,113,273.

    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).

  7. period ended2024-12-31
    13F 135,563 shares
    Change vs previous 13F +29,842 shares

    0.02% of the 13F portfolio, value $3,729,338.

    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 105,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,209,703.

    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).