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Sterling Investment Counsel, LLC: CGXU position timeline

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

Sterling Investment Counsel, LLC held 876,583 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 876,583 shares
    Change vs previous 13F +22,159 shares

    7.14% of the 13F portfolio, value $30,347,311.

    13F-HR 0002085853-26-000775 filed by Sterling Investment Counsel, 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 854,424 shares
    Change vs previous 13F +137,324 shares

    7.06% of the 13F portfolio, value $25,196,970.

    13F-HR 0002085853-26-000392 filed by Sterling Investment Counsel, 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 717,100 shares
    Change vs previous 13F +17,157 shares

    6.07% of the 13F portfolio, value $21,190,311.

    13F-HR 0002085853-26-000096 filed by Sterling Investment Counsel, 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 699,943 shares
    Change vs previous 13F +327,834 shares

    6.65% of the 13F portfolio, value $20,732,301.

    13F-HR 0002085853-25-000122 filed by Sterling Investment Counsel, 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 372,109 shares
    Change vs previous 13F -275,171 shares

    5.92% of the 13F portfolio, value $10,095,309.

    13F-HR 0001667731-25-000899 filed by Sterling Investment Counsel, 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 647,280 shares
    Change vs previous 13F +295,430 shares

    5.42% of the 13F portfolio, value $15,845,405.

    13F-HR 0001667731-25-000464 filed by Sterling Investment Counsel, 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 351,850 shares
    Change vs previous 13F -252,527 shares

    5.74% of the 13F portfolio, value $8,680,132.

    13F-HR 0001667731-25-000082 filed by Sterling Investment Counsel, 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 604,377 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $16,300,050.

    13F-HR 0001925853-24-000004 filed by Sterling Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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