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Kestra Advisory Services, LLC: CGW position timeline

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

Kestra Advisory Services, LLC held 10,311 CGW 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 10,311 shares
    Change vs previous 13F -9,365 shares

    <0.01% of the 13F portfolio, value $677,761.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 10,311 shares

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

  2. period ended2026-03-31
    13F 19,676 shares
    Change vs previous 13F -1,004 shares

    <0.01% of the 13F portfolio, value $1,258,123.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,238 shares
    • Kestra Advisory Services, LLC: 10,438 shares

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

  3. period ended2025-12-31
    13F 20,680 shares
    Change vs previous 13F -2,287 shares

    <0.01% of the 13F portfolio, value $1,303,084.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,957 shares
    • Kestra Advisory Services, LLC: 11,723 shares

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

  4. period ended2025-09-30
    13F 22,967 shares
    Change vs previous 13F +3,538 shares

    0.01% of the 13F portfolio, value $1,475,416.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,206 shares
    • Kestra Advisory Services, LLC: 13,761 shares

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

  5. period ended2025-06-30
    13F 19,429 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $1,214,294.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,959 shares
    • Kestra Advisory Services, LLC: 10,470 shares

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

  6. period ended2025-03-31
    13F 19,536 shares
    Change vs previous 13F -772 shares

    <0.01% of the 13F portfolio, value $1,087,960.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,171 shares
    • Kestra Advisory Services, LLC: 10,365 shares

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

  7. period ended2024-12-31
    13F 20,308 shares
    Change vs previous 13F -597 shares

    <0.01% of the 13F portfolio, value $1,100,694.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,893 shares
    • Kestra Advisory Services, LLC: 11,415 shares

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

  8. period ended2024-09-30
    13F 20,905 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,279,393.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,625 shares
    • Kestra Advisory Services, LLC: 12,280 shares

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