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Kestra Advisory Services, LLC: CMG position timeline

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

Kestra Advisory Services, LLC held 170,875 CMG 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 170,875 shares
    Change vs previous 13F -83,322 shares

    0.01% of the 13F portfolio, value $5,809,751.

    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: 128,521 shares
    • Kestra Advisory Services, LLC: 42,354 shares

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

  2. period ended2026-03-31
    13F 254,197 shares
    Change vs previous 13F -7,721 shares

    0.02% of the 13F portfolio, value $8,136,852.

    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: 201,093 shares
    • Kestra Advisory Services, LLC: 53,104 shares

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

  3. period ended2025-12-31
    13F 261,918 shares
    Change vs previous 13F -48,162 shares

    0.03% of the 13F portfolio, value $9,690,961.

    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: 202,655 shares
    • Kestra Advisory Services, LLC: 59,263 shares

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

  4. period ended2025-09-30
    13F 310,080 shares
    Change vs previous 13F -78,403 shares

    0.04% of the 13F portfolio, value $12,152,024.

    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: 240,764 shares
    • Kestra Advisory Services, LLC: 69,316 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 388,483 shares
    Change vs previous 13F -15,403 shares

    0.07% of the 13F portfolio, value $21,813,320.

    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: 236,003 shares
    • Kestra Advisory Services, LLC: 147,078 shares
    • Kestra Investment Management, LLC: 5,402 shares

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

  6. period ended2025-03-31
    13F/A 403,886 shares
    Change vs previous 13F +58,615 shares

    0.07% of the 13F portfolio, value $20,279,117.

    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: 227,196 shares
    • Kestra Advisory Services, LLC: 172,200 shares
    • Kestra Investment Management, LLC: 4,490 shares

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

  7. period ended2024-12-31
    13F 345,271 shares
    Change vs previous 13F +40,629 shares

    0.08% of the 13F portfolio, value $20,819,841.

    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: 210,470 shares
    • Kestra Advisory Services, LLC: 133,181 shares
    • Kestra Investment Management, LLC: 1,620 shares

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

  8. period ended2024-09-30
    13F 304,642 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $17,553,482.

    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: 180,904 shares
    • Kestra Advisory Services, LLC: 123,738 shares

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