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Kestra Advisory Services, LLC: CGO position timeline

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

Kestra Advisory Services, LLC held 16,851 CGO 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 16,851 shares
    Change vs previous 13F -5,801 shares

    <0.01% of the 13F portfolio, value $230,180.

    13F-HR 0001830819-26-000007 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).

  2. period ended2026-03-31
    13F 22,652 shares
    Change vs previous 13F +5,655 shares

    <0.01% of the 13F portfolio, value $252,567.

    13F-HR 0001830819-26-000004 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).

  3. period ended2025-12-31
    13F 16,997 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $193,597.

    13F-HR 0001830819-26-000002 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).

  4. period ended2025-09-30
    13F 16,861 shares
    Change vs previous 13F -5,889 shares

    <0.01% of the 13F portfolio, value $203,012.

    13F-HR 0001830819-25-000013 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).

  5. period ended2025-06-30
    13F 22,750 shares
    Change vs previous 13F +4,194 shares

    <0.01% of the 13F portfolio, value $266,406.

    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).

  6. period ended2025-03-31
    13F 18,556 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $191,683.

    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 18,596 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $211,808.

    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 18,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,690.

    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).