Kestra Advisory Services, LLC: CGMU position timeline

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

Kestra Advisory Services, LLC held 1,204,326 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 1,204,326 shares
Change vs previous 13F +146,085 shares
0.08% of the 13F portfolio, value $33,082,838.
13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 456,014 shares
- Kestra Advisory Services, LLC: 748,312 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,058,241 shares
Change vs previous 13F +456,016 shares
0.08% of the 13F portfolio, value $28,731,231.
13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 450,132 shares
- Kestra Advisory Services, LLC: 608,109 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 602,225 shares
Change vs previous 13F +84,843 shares
0.05% of the 13F portfolio, value $16,488,907.
13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 430,423 shares
- Kestra Advisory Services, LLC: 171,802 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 517,382 shares
Change vs previous 13F -251,154 shares
0.05% of the 13F portfolio, value $14,119,351.
13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 393,017 shares
- Kestra Advisory Services, LLC: 124,365 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 768,536 shares
Change vs previous 13F +636,714 shares
0.07% of the 13F portfolio, value $20,512,216.
13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 358,150 shares
- Kestra Advisory Services, LLC: 410,386 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 131,822 shares
Change vs previous 13F -20,481 shares
0.01% of the 13F portfolio, value $3,535,466.
13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 26,683 shares
- Kestra Advisory Services, LLC: 105,139 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 152,303 shares
Change vs previous 13F +3,374 shares
0.02% of the 13F portfolio, value $4,099,984.
13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 20,156 shares
- Kestra Advisory Services, LLC: 131,999 shares
- Kestra Investment Management, LLC: 148 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 148,929 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $4,089,582.
13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 15,097 shares
- Kestra Advisory Services, LLC: 133,832 shares
Acceptance time not in the bulk data set (spec §4.2).