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Disclosery

Bare Financial Services, Inc: CGXU position timeline

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

Bare Financial Services, Inc held 132,486 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,486 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $4,586,665.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, 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 132,486 shares
    Change vs previous 13F -9,060 shares

    1.03% of the 13F portfolio, value $3,907,012.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, 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 141,546 shares
    Change vs previous 13F -3,025 shares

    1.16% of the 13F portfolio, value $4,182,685.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, 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 144,571 shares
    Change vs previous 13F -5,866 shares

    1.28% of the 13F portfolio, value $4,282,193.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, 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 150,437 shares
    Change vs previous 13F -55,254 shares

    1.38% of the 13F portfolio, value $4,081,356.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, 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 205,691 shares
    Change vs previous 13F -982 shares

    1.93% of the 13F portfolio, value $5,035,315.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, 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 206,673 shares
    Change vs previous 13F -25,378 shares

    2.05% of the 13F portfolio, value $5,098,623.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, 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 232,051 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $6,258,415.

    13F-HR 0002009426-24-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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