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Valmark Advisers, Inc.: CGXU position timeline

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

Valmark Advisers, Inc. held 157,630 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,630 shares
    Change vs previous 13F +3,984 shares

    0.06% of the 13F portfolio, value $5,457,134.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 153,646 shares
    Change vs previous 13F +5,835 shares

    0.05% of the 13F portfolio, value $4,531,017.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 147,811 shares
    Change vs previous 13F +8,468 shares

    0.05% of the 13F portfolio, value $4,367,812.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 139,343 shares
    Change vs previous 13F +5,848 shares

    0.05% of the 13F portfolio, value $4,127,332.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 133,495 shares
    Change vs previous 13F +3,347 shares

    0.05% of the 13F portfolio, value $3,621,727.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 130,148 shares
    Change vs previous 13F +10,986 shares

    0.05% of the 13F portfolio, value $3,186,019.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 119,162 shares
    Change vs previous 13F +1,906 shares

    0.05% of the 13F portfolio, value $2,939,722.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 117,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,162,388.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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