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RFG Advisory, LLC: CGXU position timeline

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

RFG Advisory, LLC held 17,788 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,788 shares
    Change vs previous 13F +1,017 shares

    0.01% of the 13F portfolio, value $615,824.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 16,771 shares
    Change vs previous 13F -2,325 shares

    0.01% of the 13F portfolio, value $494,579.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 19,096 shares
    Change vs previous 13F +2,211 shares

    0.01% of the 13F portfolio, value $564,294.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 16,885 shares
    Change vs previous 13F -5,453 shares

    0.01% of the 13F portfolio, value $500,133.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 22,338 shares
    Change vs previous 13F +698 shares

    0.01% of the 13F portfolio, value $606,030.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 21,640 shares
    Change vs previous 13F -2,899 shares

    0.01% of the 13F portfolio, value $529,747.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 24,539 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $605,377.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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