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Disclosery

LPL Financial LLC: CGXU position timeline

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

LPL Financial LLC held 18,914,366 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 18,914,366 shares
    Change vs previous 13F +2,290,827 shares

    0.15% of the 13F portfolio, value $654,815,337.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 16,623,539 shares
    Change vs previous 13F +2,774,449 shares

    0.13% of the 13F portfolio, value $490,228,151.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 13,849,090 shares
    Change vs previous 13F +2,364,368 shares

    0.11% of the 13F portfolio, value $409,240,600.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 11,484,722 shares
    Change vs previous 13F +2,474,357 shares

    0.1% of the 13F portfolio, value $340,177,446.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 9,010,365 shares
    Change vs previous 13F +1,863,843 shares

    0.08% of the 13F portfolio, value $244,451,213.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 7,146,522 shares
    Change vs previous 13F +3,279,773 shares

    0.07% of the 13F portfolio, value $174,946,857.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 3,866,749 shares
    Change vs previous 13F +1,508,414 shares

    0.04% of the 13F portfolio, value $95,392,691.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 2,358,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $63,604,299.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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