5T Wealth, LLC: CGXU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on CGXU, newest first. How the timeline and the estimate are built.
5T Wealth, LLC held 43,172 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 43,172 sharesChange vs previous 13F -14,148 shares
0.56% of the 13F portfolio, value $1,494,648.
13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,320 sharesChange vs previous 13F +1,636 shares
0.67% of the 13F portfolio, value $1,690,367.
13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,684 sharesChange vs previous 13F +5,037 shares
0.66% of the 13F portfolio, value $1,645,120.
13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,647 sharesChange vs previous 13F +9,182 shares
0.65% of the 13F portfolio, value $1,500,166.
13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 41,465 sharesChange vs previous 13F -25,152 shares
0.57% of the 13F portfolio, value $1,124,988.
13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 66,617 sharesChange vs previous 13F -3,911 shares
0.93% of the 13F portfolio, value $1,630,831.
13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 70,528 sharesChange vs previous 13F not available
0.95% of the 13F portfolio, value $1,739,977.
13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).