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Kestra Advisory Services, LLC: CGSD position timeline

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

Kestra Advisory Services, LLC held 1,923,176 CGSD 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 1,923,176 shares
    Change vs previous 13F +852,016 shares

    0.11% of the 13F portfolio, value $49,483,317.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,359,525 shares
    • Kestra Advisory Services, LLC: 227,602 shares
    • Kestra Investment Management, LLC: 336,049 shares

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

  2. period ended2026-03-31
    13F 1,071,160 shares
    Change vs previous 13F +426,631 shares

    0.07% of the 13F portfolio, value $27,625,209.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 615,304 shares
    • Kestra Advisory Services, LLC: 215,737 shares
    • Kestra Investment Management, LLC: 240,119 shares

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

  3. period ended2025-12-31
    13F 644,529 shares
    Change vs previous 13F -213,437 shares

    0.05% of the 13F portfolio, value $16,764,195.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 571,804 shares
    • Kestra Advisory Services, LLC: 72,725 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 857,966 shares
    Change vs previous 13F +139,427 shares

    0.07% of the 13F portfolio, value $22,289,954.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 526,551 shares
    • Kestra Advisory Services, LLC: 81,567 shares
    • Kestra Investment Management, LLC: 249,848 shares

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

  5. period ended2025-06-30
    13F/A 718,539 shares
    Change vs previous 13F +234,185 shares

    0.06% of the 13F portfolio, value $18,635,305.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 344,503 shares
    • Kestra Advisory Services, LLC: 171,688 shares
    • Kestra Investment Management, LLC: 202,348 shares

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

  6. period ended2025-03-31
    13F/A 484,354 shares
    Change vs previous 13F +86,964 shares

    0.04% of the 13F portfolio, value $12,501,177.

    13F-HR 0001649451-25-000004 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 304,897 shares
    • Kestra Advisory Services, LLC: 165,143 shares
    • Kestra Investment Management, LLC: 14,314 shares

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

  7. period ended2024-12-31
    13F 397,390 shares
    Change vs previous 13F +47,845 shares

    0.04% of the 13F portfolio, value $10,189,082.

    13F-HR 0001649451-25-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 221,572 shares
    • Kestra Advisory Services, LLC: 157,181 shares
    • Kestra Investment Management, LLC: 18,637 shares

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

  8. period ended2024-09-30
    13F 349,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,056,704.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 194,089 shares
    • Kestra Advisory Services, LLC: 110,067 shares
    • Kestra Investment Management, LLC: 45,389 shares

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