Kestra Advisory Services, LLC: CGUS position timeline

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

Kestra Advisory Services, LLC held 1,694,614 CGUS 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 1,694,614 shares
Change vs previous 13F +582,074 shares
0.19% of the 13F portfolio, value $75,376,411.
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: 93,214 shares
- Kestra Advisory Services, LLC: 1,601,400 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,112,540 shares
Change vs previous 13F +159,573 shares
0.12% of the 13F portfolio, value $42,743,802.
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: 82,609 shares
- Kestra Advisory Services, LLC: 1,029,931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 952,967 shares
Change vs previous 13F -158,633 shares
0.12% of the 13F portfolio, value $38,337,852.
13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 40,776 shares
- Kestra Advisory Services, LLC: 912,191 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,111,600 shares
Change vs previous 13F -94,483 shares
0.15% of the 13F portfolio, value $43,952,673.
13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- KESTRA PRIVATE WEALTH SERVICES, LLC: 34,032 shares
- Kestra Advisory Services, LLC: 1,077,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,206,083 shares
Change vs previous 13F +83,838 shares
0.16% of the 13F portfolio, value $44,540,652.
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: 31,539 shares
- Kestra Advisory Services, LLC: 1,174,544 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,122,245 shares
Change vs previous 13F +131,560 shares
0.14% of the 13F portfolio, value $37,482,983.
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: 27,411 shares
- Kestra Advisory Services, LLC: 1,094,834 shares
- Kestra Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 990,685 shares
Change vs previous 13F -88,147 shares
0.13% of the 13F portfolio, value $34,644,267.
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: 26,686 shares
- Kestra Advisory Services, LLC: 963,876 shares
- Kestra Investment Management, LLC: 123 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,078,832 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $36,982,354.
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: 18,711 shares
- Kestra Advisory Services, LLC: 1,060,121 shares
Acceptance time not in the bulk data set (spec §4.2).