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Worth Financial Advisory Group, LLC: CGXU position timeline

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

Worth Financial Advisory Group, LLC held 225,107 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,107 shares
    Change vs previous 13F +181,660 shares

    3.25% of the 13F portfolio, value $7,793,194.

    13F-HR 0001964358-26-000004 filed by Worth Financial Advisory 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 43,447 shares
    Change vs previous 13F -141,682 shares

    6.72% of the 13F portfolio, value $15,049,562.

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory 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 185,129 shares
    Change vs previous 13F +15,153 shares

    2.65% of the 13F portfolio, value $5,470,553.

    13F-HR 0001964358-26-000001 filed by Worth Financial Advisory 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 169,976 shares
    Change vs previous 13F +9,112 shares

    2.82% of the 13F portfolio, value $5,034,689.

    13F-HR 0001964358-25-000002 filed by Worth Financial Advisory 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 160,864 shares
    Change vs previous 13F +10,097 shares

    2.68% of the 13F portfolio, value $4,364,240.

    13F-HR 0001085146-25-003895 filed by Worth Financial Advisory 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 150,767 shares
    Change vs previous 13F +7,512 shares

    2.35% of the 13F portfolio, value $3,690,776.

    13F-HR 0001085146-25-002209 filed by Worth Financial Advisory 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 143,255 shares
    Change vs previous 13F +4,168 shares

    2.17% of the 13F portfolio, value $3,534,101.

    13F-HR 0001085146-25-001033 filed by Worth Financial Advisory Group, 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 139,087 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,751,176.

    13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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