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Disclosery

Kestra Advisory Services, LLC: CWI position timeline

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

Kestra Advisory Services, LLC held 101,084 CWI 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 101,084 shares
    Change vs previous 13F -22,139 shares

    0.01% of the 13F portfolio, value $4,111,100.

    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 123,223 shares
    Change vs previous 13F +49,243 shares

    0.02% of the 13F portfolio, value $4,508,732.

    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 73,980 shares
    Change vs previous 13F +12,060 shares

    0.01% of the 13F portfolio, value $2,657,365.

    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 61,920 shares
    Change vs previous 13F +9,639 shares

    0.01% of the 13F portfolio, value $2,162,253.

    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 52,281 shares
    Change vs previous 13F +18,490 shares

    0.01% of the 13F portfolio, value $1,707,506.

    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 33,791 shares
    Change vs previous 13F -5,916 shares

    <0.01% of the 13F portfolio, value $999,538.

    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 39,707 shares
    Change vs previous 13F -15,647 shares

    0.01% of the 13F portfolio, value $1,109,414.

    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 55,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,684,962.

    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).