Skip to content
Disclosery

BetterWealth, LLC: CGXU position timeline

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

BetterWealth, LLC held 584,586 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 584,586 shares
    Change vs previous 13F +5,014 shares

    3.58% of the 13F portfolio, value $20,238,367.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 579,572 shares
    Change vs previous 13F +23,919 shares

    3.35% of the 13F portfolio, value $17,091,578.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 555,653 shares
    Change vs previous 13F +20,769 shares

    3.74% of the 13F portfolio, value $16,419,546.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 534,884 shares
    Change vs previous 13F +9,638 shares

    3.77% of the 13F portfolio, value $15,843,264.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 525,246 shares
    Change vs previous 13F +45,858 shares

    3.65% of the 13F portfolio, value $14,249,924.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 479,388 shares
    Change vs previous 13F +42,223 shares

    3.29% of the 13F portfolio, value $11,735,418.

    13F-HR 0001085146-25-002365 filed by BetterWealth, 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 437,165 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $10,784,861.

    13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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