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Main Line Retirement Advisors, LLC: CGXU position timeline

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

Main Line Retirement Advisors, LLC held 683,845 CGXU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 683,845 shares
    Change vs previous 13F +36,839 shares

    10.3% of the 13F portfolio, value $23,449,055.

    13F-HR 0001809416-26-000005 filed by Main Line Retirement Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 647,006 shares
    Change vs previous 13F -25,857 shares

    10.27% of the 13F portfolio, value $22,399,334.

    13F-HR 0001809416-26-000004 filed by Main Line Retirement Advisors, 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 672,863 shares
    Change vs previous 13F +3,786 shares

    9.91% of the 13F portfolio, value $19,842,735.

    13F-HR 0001809416-26-000003 filed by Main Line Retirement Advisors, 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/A 669,077 shares
    Change vs previous 13F +7,710 shares

    10.01% of the 13F portfolio, value $19,771,238.

    13F-HR/A 0001809416-26-000002 filed by Main Line Retirement Advisors, 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 661,367 shares
    Change vs previous 13F +29,868 shares

    10.05% of the 13F portfolio, value $19,589,687.

    13F-HR 0001809416-25-000009 filed by Main Line Retirement Advisors, 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 631,499 shares
    Change vs previous 13F +57,421 shares

    9.76% of the 13F portfolio, value $17,132,579.

    13F-HR 0001809416-25-000008 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 574,078 shares
    Change vs previous 13F +9,588 shares

    9.13% of the 13F portfolio, value $14,053,432.

    13F-HR 0001809416-25-000007 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 564,490 shares
    Change vs previous 13F not available

    9.17% of the 13F portfolio, value $13,925,967.

    13F-HR 0001809416-25-000002 filed by Main Line Retirement Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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