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Disclosery

LANDAAS & CO /WI /ADV: CGXU position timeline

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

LANDAAS & CO /WI /ADV held 96,487 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,487 shares
    Change vs previous 13F +20,596 shares

    0.61% of the 13F portfolio, value $3,340,378.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 75,891 shares
    Change vs previous 13F +339 shares

    0.49% of the 13F portfolio, value $2,238,024.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 75,552 shares
    Change vs previous 13F +2,736 shares

    0.49% of the 13F portfolio, value $2,232,560.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 72,816 shares
    Change vs previous 13F +11,260 shares

    0.49% of the 13F portfolio, value $2,157,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 61,556 shares
    Change vs previous 13F +45,502 shares

    0.4% of the 13F portfolio, value $1,670,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    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 16,054 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $393,000.

    13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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