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Kestra Advisory Services, LLC: CGXU position timeline

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

Kestra Advisory Services, LLC held 1,217,961 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,217,961 shares
    Change vs previous 13F +57,705 shares

    0.11% of the 13F portfolio, value $42,165,811.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 20,300 shares
    • Kestra Advisory Services, LLC: 1,197,661 shares

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

  2. period ended2026-03-31
    13F 1,160,256 shares
    Change vs previous 13F +61,430 shares

    0.1% of the 13F portfolio, value $34,215,953.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,584 shares
    • Kestra Advisory Services, LLC: 1,141,672 shares

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

  3. period ended2025-12-31
    13F 1,098,826 shares
    Change vs previous 13F +100,055 shares

    0.1% of the 13F portfolio, value $32,470,326.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,361 shares
    • Kestra Advisory Services, LLC: 1,080,465 shares

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

  4. period ended2025-09-30
    13F 998,771 shares
    Change vs previous 13F +21,583 shares

    0.1% of the 13F portfolio, value $29,583,615.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,669 shares
    • Kestra Advisory Services, LLC: 980,102 shares

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

  5. period ended2025-06-30
    13F 977,188 shares
    Change vs previous 13F +19,932 shares

    0.1% of the 13F portfolio, value $26,511,104.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 18,522 shares
    • Kestra Advisory Services, LLC: 958,666 shares

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

  6. period ended2025-03-31
    13F 957,256 shares
    Change vs previous 13F +34,487 shares

    0.09% of the 13F portfolio, value $23,433,627.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,098 shares
    • Kestra Advisory Services, LLC: 938,158 shares

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

  7. period ended2024-12-31
    13F 922,769 shares
    Change vs previous 13F +56,136 shares

    0.09% of the 13F portfolio, value $22,764,711.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,699 shares
    • Kestra Advisory Services, LLC: 903,070 shares

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

  8. period ended2024-09-30
    13F 866,633 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $23,373,086.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,201 shares
    • Kestra Advisory Services, LLC: 852,432 shares

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