Skip to content
Disclosery

Kestra Advisory Services, LLC: CGSM position timeline

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

Kestra Advisory Services, LLC held 360,657 CGSM 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 360,657 shares
    Change vs previous 13F +50,633 shares

    0.03% of the 13F portfolio, value $9,515,939.

    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 310,024 shares
    Change vs previous 13F +221,749 shares

    0.03% of the 13F portfolio, value $8,147,441.

    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 88,275 shares
    Change vs previous 13F +7,593 shares

    0.01% of the 13F portfolio, value $2,325,175.

    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 80,682 shares
    Change vs previous 13F -141,725 shares

    0.01% of the 13F portfolio, value $2,126,780.

    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 222,407 shares
    Change vs previous 13F +161,812 shares

    0.03% of the 13F portfolio, value $5,800,379.

    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 60,595 shares
    Change vs previous 13F +18,328 shares

    0.01% of the 13F portfolio, value $1,576,076.

    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 42,267 shares
    Change vs previous 13F +21,693 shares

    0.01% of the 13F portfolio, value $1,097,674.

    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 20,574 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $540,280.

    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).