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Kestra Advisory Services, LLC: CGMS position timeline

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

Kestra Advisory Services, LLC held 1,349,913 CGMS 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 1,349,913 shares
    Change vs previous 13F +299,145 shares

    0.08% of the 13F portfolio, value $36,893,121.

    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: 36,348 shares
    • Kestra Advisory Services, LLC: 1,271,974 shares
    • Kestra Investment Management, LLC: 41,591 shares

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

  2. period ended2026-03-31
    13F 1,050,768 shares
    Change vs previous 13F -78,948 shares

    0.07% of the 13F portfolio, value $28,612,387.

    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: 32,112 shares
    • Kestra Advisory Services, LLC: 987,033 shares
    • Kestra Investment Management, LLC: 31,623 shares

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

  3. period ended2025-12-31
    13F 1,129,716 shares
    Change vs previous 13F +637,952 shares

    0.09% of the 13F portfolio, value $31,202,745.

    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: 25,244 shares
    • Kestra Advisory Services, LLC: 834,831 shares
    • Kestra Investment Management, LLC: 269,641 shares

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

  4. period ended2025-09-30
    13F 491,764 shares
    Change vs previous 13F +53,816 shares

    0.04% of the 13F portfolio, value $13,646,460.

    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: 23,169 shares
    • Kestra Advisory Services, LLC: 400,235 shares
    • Kestra Investment Management, LLC: 68,360 shares

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

  5. period ended2025-06-30
    13F/A 437,948 shares
    Change vs previous 13F +67,009 shares

    0.04% of the 13F portfolio, value $12,096,130.

    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: 18,169 shares
    • Kestra Advisory Services, LLC: 360,665 shares
    • Kestra Investment Management, LLC: 59,114 shares

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

  6. period ended2025-03-31
    13F/A 370,939 shares
    Change vs previous 13F +129,938 shares

    0.03% of the 13F portfolio, value $10,126,635.

    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: 21,631 shares
    • Kestra Advisory Services, LLC: 300,422 shares
    • Kestra Investment Management, LLC: 48,886 shares

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

  7. period ended2024-12-31
    13F 241,001 shares
    Change vs previous 13F +95,612 shares

    0.02% of the 13F portfolio, value $6,574,512.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,010 shares
    • Kestra Advisory Services, LLC: 200,792 shares
    • Kestra Investment Management, LLC: 23,199 shares

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

  8. period ended2024-09-30
    13F 145,389 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,047,618.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 128,123 shares
    • Kestra Investment Management, LLC: 17,266 shares

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