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Investmark Advisory Group LLC: CGXU position timeline

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

Investmark Advisory Group LLC held 78,057 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,057 shares
    Change vs previous 13F -615 shares

    1.03% of the 13F portfolio, value $2,702,333.

    13F-HR 0001172661-26-003182 filed by Investmark Advisory Group 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 78,672 shares
    Change vs previous 13F -1,497 shares

    0.99% of the 13F portfolio, value $2,320,037.

    13F-HR 0001172661-26-002249 filed by Investmark Advisory 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 ended2025-12-31
    13F 80,169 shares
    Change vs previous 13F -419 shares

    1.01% of the 13F portfolio, value $2,368,994.

    13F-HR 0001172661-26-000347 filed by Investmark Advisory 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 ended2025-09-30
    13F 80,588 shares
    Change vs previous 13F -2,437 shares

    1.04% of the 13F portfolio, value $2,387,036.

    13F-HR 0001172661-25-004399 filed by Investmark Advisory 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 ended2025-06-30
    13F 83,025 shares
    Change vs previous 13F -25,108 shares

    1.06% of the 13F portfolio, value $2,252,489.

    13F-HR 0001172661-25-003439 filed by Investmark Advisory 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 ended2025-03-31
    13F 108,133 shares
    Change vs previous 13F +2,503 shares

    1.31% of the 13F portfolio, value $2,647,099.

    13F-HR 0001172661-25-002023 filed by Investmark Advisory Group LLC
    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 105,630 shares
    Change vs previous 13F +1,006 shares

    1.28% of the 13F portfolio, value $2,605,914.

    13F-HR 0001172661-25-001322 filed by Investmark Advisory Group LLC
    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 104,624 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,821,723.

    13F-HR 0001172661-24-005067 filed by Investmark Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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