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Disclosery

D.A. DAVIDSON & CO.: CGXU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CGXU, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 801,589 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 801,589 shares
    Change vs previous 13F +58,658 shares

    0.15% of the 13F portfolio, value $27,751,044.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 742,931 shares
    Change vs previous 13F +54,123 shares

    0.13% of the 13F portfolio, value $21,909,051.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 688,808 shares
    Change vs previous 13F +43,103 shares

    0.12% of the 13F portfolio, value $20,354,288.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 645,705 shares
    Change vs previous 13F +38,415 shares

    0.12% of the 13F portfolio, value $19,125,789.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 607,290 shares
    Change vs previous 13F -37,471 shares

    0.12% of the 13F portfolio, value $16,475,778.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 644,761 shares
    Change vs previous 13F +57,475 shares

    0.13% of the 13F portfolio, value $15,783,749.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 587,286 shares
    Change vs previous 13F +33,693 shares

    0.12% of the 13F portfolio, value $14,488,346.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 553,593 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,930,403.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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