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AVANTAX ADVISORY SERVICES, INC.: CGXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on CGXU, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 106,712 CGXU shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 106,712 shares
    Change vs previous 13F -32,635 shares

    0.02% of the 13F portfolio, value $2,895,085.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 139,347 shares
    Change vs previous 13F -426 shares

    0.02% of the 13F portfolio, value $3,411,218.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 139,773 shares
    Change vs previous 13F +17,841 shares

    0.02% of the 13F portfolio, value $3,448,203.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 121,932 shares
    Change vs previous 13F +6,828 shares

    0.02% of the 13F portfolio, value $3,288,503.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 115,104 shares
    Change vs previous 13F +11,160 shares

    0.02% of the 13F portfolio, value $2,960,488.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 103,944 shares
    Change vs previous 13F +43,104 shares

    0.02% of the 13F portfolio, value $2,679,679.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 60,840 shares
    Change vs previous 13F +9,937 shares

    0.01% of the 13F portfolio, value $1,452,241.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 50,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,106,630.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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