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Mason Investment Advisory Services, Inc.: CGXU position timeline

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

Mason Investment Advisory Services, Inc. held 892,693 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 892,693 shares
    Change vs previous 13F +80,999 shares

    1.18% of the 13F portfolio, value $30,905,027.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 811,694 shares
    Change vs previous 13F +104,326 shares

    1.11% of the 13F portfolio, value $23,936,852.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 707,368 shares
    Change vs previous 13F +82,928 shares

    0.99% of the 13F portfolio, value $20,902,714.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 624,440 shares
    Change vs previous 13F +320,671 shares

    0.92% of the 13F portfolio, value $18,495,905.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 303,769 shares
    Change vs previous 13F +91,345 shares

    0.45% of the 13F portfolio, value $8,241,254.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 212,424 shares
    Change vs previous 13F -93,808 shares

    0.31% of the 13F portfolio, value $5,200,140.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 306,232 shares
    Change vs previous 13F +297,786 shares

    0.44% of the 13F portfolio, value $7,554,744.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 8,446 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $227,776.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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