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Disclosery

Sigma Planning Corp: CGXU position timeline

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

Sigma Planning Corp held 72,793 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 72,793 shares
    Change vs previous 13F +1,853 shares

    0.06% of the 13F portfolio, value $2,520,866.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 70,940 shares
    Change vs previous 13F -732 shares

    0.06% of the 13F portfolio, value $2,092,009.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 71,672 shares
    Change vs previous 13F +27,068 shares

    0.06% of the 13F portfolio, value $2,117,897.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 44,604 shares
    Change vs previous 13F +3,857 shares

    0.04% of the 13F portfolio, value $1,321,158.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 40,747 shares
    Change vs previous 13F -3,300 shares

    0.03% of the 13F portfolio, value $1,105,922.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 44,047 shares
    Change vs previous 13F -2,867 shares

    0.03% of the 13F portfolio, value $1,078,281.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 46,914 shares
    Change vs previous 13F -3,436 shares

    0.04% of the 13F portfolio, value $1,157,362.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 50,350 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,357,932.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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