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Kestra Advisory Services, LLC: CGMM position timeline

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

Kestra Advisory Services, LLC held 1,787,589 CGMM 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 1,787,589 shares
    Change vs previous 13F -230,392 shares

    0.13% of the 13F portfolio, value $58,936,824.

    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: 44,314 shares
    • Kestra Advisory Services, LLC: 998,736 shares
    • Kestra Investment Management, LLC: 744,539 shares

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

  2. period ended2026-03-31
    13F 2,017,981 shares
    Change vs previous 13F +540,601 shares

    0.15% of the 13F portfolio, value $59,247,913.

    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: 27,551 shares
    • Kestra Advisory Services, LLC: 913,227 shares
    • Kestra Investment Management, LLC: 1,077,203 shares

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

  3. period ended2025-12-31
    13F 1,477,380 shares
    Change vs previous 13F +1,434,890 shares

    0.12% of the 13F portfolio, value $42,607,631.

    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: 13,843 shares
    • Kestra Advisory Services, LLC: 898,412 shares
    • Kestra Investment Management, LLC: 565,125 shares

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

  4. period ended2025-09-30
    13F 42,490 shares
    Change vs previous 13F +29,860 shares

    <0.01% of the 13F portfolio, value $1,206,289.

    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: 11,478 shares
    • Kestra Advisory Services, LLC: 31,012 shares

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

  5. period ended2025-06-30
    13F 12,630 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $339,494.

    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).