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Kestra Advisory Services, LLC: CWB position timeline

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

Kestra Advisory Services, LLC held 29,860 CWB 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 29,860 shares
    Change vs previous 13F -9,093 shares

    0.01% of the 13F portfolio, value $3,219,596.

    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: 4,555 shares
    • Kestra Advisory Services, LLC: 25,305 shares

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

  2. period ended2026-03-31
    13F 38,953 shares
    Change vs previous 13F +558 shares

    0.01% of the 13F portfolio, value $3,565,001.

    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: 9,802 shares
    • Kestra Advisory Services, LLC: 29,151 shares

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

  3. period ended2025-12-31
    13F 38,395 shares
    Change vs previous 13F +521 shares

    0.01% of the 13F portfolio, value $3,424,836.

    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: 9,900 shares
    • Kestra Advisory Services, LLC: 28,495 shares

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

  4. period ended2025-09-30
    13F 37,874 shares
    Change vs previous 13F +7,092 shares

    0.01% of the 13F portfolio, value $3,427,622.

    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: 9,905 shares
    • Kestra Advisory Services, LLC: 27,969 shares

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

  5. period ended2025-06-30
    13F 30,782 shares
    Change vs previous 13F -952 shares

    0.01% of the 13F portfolio, value $2,544,408.

    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: 3,523 shares
    • Kestra Advisory Services, LLC: 27,259 shares

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

  6. period ended2025-03-31
    13F/A 31,734 shares
    Change vs previous 13F -5,537 shares

    0.01% of the 13F portfolio, value $2,431,459.

    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: 3,522 shares
    • Kestra Advisory Services, LLC: 28,212 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 37,271 shares
    Change vs previous 13F -1,361 shares

    0.01% of the 13F portfolio, value $2,903,039.

    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: 3,520 shares
    • Kestra Advisory Services, LLC: 33,685 shares
    • Kestra Investment Management, LLC: 66 shares

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

  8. period ended2024-09-30
    13F 38,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,958,826.

    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: 3,113 shares
    • Kestra Advisory Services, LLC: 35,519 shares

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