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United Advisor Group, LLC: CGXU position timeline

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

United Advisor Group, LLC held 166,454 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,454 shares
    Change vs previous 13F +2,203 shares

    0.61% of the 13F portfolio, value $5,762,646.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 164,251 shares
    Change vs previous 13F +12,761 shares

    0.6% of the 13F portfolio, value $4,843,769.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 151,490 shares
    Change vs previous 13F +14,475 shares

    0.57% of the 13F portfolio, value $4,476,537.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 137,015 shares
    Change vs previous 13F +24,195 shares

    0.55% of the 13F portfolio, value $4,058,376.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 112,820 shares
    Change vs previous 13F +43,430 shares

    0.53% of the 13F portfolio, value $3,060,807.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 69,390 shares
    Change vs previous 13F +7,495 shares

    0.35% of the 13F portfolio, value $1,698,667.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 61,895 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,526,950.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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