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Cetera Investment Advisers: CGXU position timeline

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

Cetera Investment Advisers held 1,548,121 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,548,121 shares
    Change vs previous 13F +87,651 shares

    0.05% of the 13F portfolio, value $53,595,942.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 1,460,470 shares
    Change vs previous 13F +78,117 shares

    0.05% of the 13F portfolio, value $43,069,260.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 1,382,353 shares
    Change vs previous 13F -127,879 shares

    0.04% of the 13F portfolio, value $40,848,527.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 1,510,232 shares
    Change vs previous 13F +84,500 shares

    0.05% of the 13F portfolio, value $44,733,098.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 1,425,732 shares
    Change vs previous 13F +59,669 shares

    0.07% of the 13F portfolio, value $38,680,121.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 1,366,063 shares
    Change vs previous 13F +12,745 shares

    0.06% of the 13F portfolio, value $33,441,209.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 1,353,318 shares
    Change vs previous 13F +81,353 shares

    0.07% of the 13F portfolio, value $33,386,353.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 1,271,965 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $34,304,890.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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