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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

  1. period ended2026-06-30
    13F 43,172 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 57,320 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 55,684 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 50,647 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 41,465 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 66,617 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 70,528 shares
    Change 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), ingested

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