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Capital Investment Advisory Services, LLC: CGXU position timeline

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

Capital Investment Advisory Services, LLC held 34,940 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,940 shares
    Change vs previous 13F +5,764 shares

    0.07% of the 13F portfolio, value $1,209,623.

    13F-HR 0001398344-26-012544 filed by Capital Investment 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 29,176 shares
    Change vs previous 13F +10,145 shares

    0.06% of the 13F portfolio, value $860,400.

    13F-HR 0001398344-26-008261 filed by Capital Investment 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 19,031 shares
    Change vs previous 13F +10,990 shares

    0.04% of the 13F portfolio, value $562,366.

    13F-HR 0001398344-26-000986 filed by Capital Investment 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 8,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $238,174.

    13F-HR 0001398344-25-020350 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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