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INDEPENDENT FINANCIAL GROUP, LLC: CGXU position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 35,657 CGXU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 35,657 shares
    Change vs previous 13F +9,518 shares

    0.02% of the 13F portfolio, value $1,222,690.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,139 shares
    Change vs previous 13F -10,904 shares

    0.02% of the 13F portfolio, value $904,932.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 37,043 shares
    Change vs previous 13F +1,131 shares

    0.02% of the 13F portfolio, value $1,092,398.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,912 shares
    Change vs previous 13F +5,289 shares

    0.02% of the 13F portfolio, value $1,061,200.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,623 shares
    Change vs previous 13F +21,994 shares

    0.02% of the 13F portfolio, value $907,053.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,629 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,105.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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