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Summit Investment Advisory Services, LLC: CGXU position timeline

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

Summit Investment Advisory Services, LLC held 847,237 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 847,237 shares
    Change vs previous 13F -3,545 shares

    7.36% of the 13F portfolio, value $29,331,358.

    13F-HR 0001951757-26-001053 filed by Summit Investment Advisory Services, 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 850,782 shares
    Change vs previous 13F +813,514 shares

    9.32% of the 13F portfolio, value $25,089,559.

    13F-HR 0001951757-26-000713 filed by Summit Investment Advisory Services, 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 37,268 shares
    Change vs previous 13F +68 shares

    0.42% of the 13F portfolio, value $1,101,280.

    13F-HR 0001951757-26-000354 filed by Summit Investment Advisory Services, 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/A 37,200 shares
    Change vs previous 13F +897 shares

    0.44% of the 13F portfolio, value $1,101,855.

    13F-HR/A 0001951757-25-001317 filed by Summit Investment Advisory Services, 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/A 36,303 shares
    Change vs previous 13F +11,110 shares

    0.43% of the 13F portfolio, value $984,912.

    13F-HR/A 0001951757-25-001318 filed by Summit Investment Advisory Services, 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 25,193 shares
    Change vs previous 13F +5,458 shares

    0.3% of the 13F portfolio, value $616,735.

    13F-HR 0001951757-25-000327 filed by Summit Investment Advisory Services, 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 19,735 shares
    Change vs previous 13F +5,009 shares

    0.25% of the 13F portfolio, value $486,867.

    13F-HR 0001951757-25-000089 filed by Summit Investment Advisory Services, 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 14,726 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $397,166.

    13F-HR 0001951757-24-001056 filed by Summit Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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