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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by CWS Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overviewAll 13F holders of DLRFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of DLR by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,328−100.0%Sold outHolders
Q4 20234,328$582.5K0.2%−250−5.5%ReducedHolders
Q3 20234,578$554.0K0.2%00.0%UnchangedHolders
Q2 20234,578$521.3K0.2%−34−0.7%ReducedHolders
Q1 20234,612$453.4K0.2%−505−9.9%ReducedHolders
Q4 20225,117$721.0K0.3%+540+11.8%AddedHolders
Q3 20224,577$454.0K0.2%−140−3.0%ReducedHolders
Q2 20224,717$612.0K0.3%−415−8.1%ReducedHolders
Q1 20225,132$728.0K0.3%00.0%UnchangedHolders
Q4 20215,132$908.0K0.3%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20215,117$770.0K0.3%00.0%UnchangedHolders
Q1 20215,117$721.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.