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Kestra Advisory Services, LLC: CWS position timeline

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

Kestra Advisory Services, LLC held 59,269 CWS 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 59,269 shares
    Change vs previous 13F -38,865 shares

    0.01% of the 13F portfolio, value $4,041,549.

    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 98,134 shares
    Change vs previous 13F +1,670 shares

    0.02% of the 13F portfolio, value $6,355,342.

    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 96,464 shares
    Change vs previous 13F +4,365 shares

    0.03% of the 13F portfolio, value $6,629,903.

    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 92,099 shares
    Change vs previous 13F +6,449 shares

    0.03% of the 13F portfolio, value $6,320,802.

    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 85,650 shares
    Change vs previous 13F +29,374 shares

    0.03% of the 13F portfolio, value $5,995,819.

    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 56,276 shares
    Change vs previous 13F +8,353 shares

    0.02% of the 13F portfolio, value $3,684,390.

    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 47,923 shares
    Change vs previous 13F +7,363 shares

    0.02% of the 13F portfolio, value $3,103,973.

    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 40,560 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,787,089.

    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).