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Bleakley Financial Group, LLC: CGXU position timeline

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

Bleakley Financial Group, LLC held 438,575 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 438,575 shares
    Change vs previous 13F -14,895 shares

    0.19% of the 13F portfolio, value $15,183,466.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 453,470 shares
    Change vs previous 13F +2,284 shares

    0.21% of the 13F portfolio, value $13,372,834.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 451,186 shares
    Change vs previous 13F +15,367 shares

    0.23% of the 13F portfolio, value $13,332,555.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 435,819 shares
    Change vs previous 13F +11,718 shares

    0.3% of the 13F portfolio, value $12,908,951.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 424,101 shares
    Change vs previous 13F -107,643 shares

    0.29% of the 13F portfolio, value $11,505,869.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 531,744 shares
    Change vs previous 13F +25,698 shares

    0.42% of the 13F portfolio, value $13,017,096.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 506,046 shares
    Change vs previous 13F -28,691 shares

    0.38% of the 13F portfolio, value $12,484,166.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    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 534,737 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,421,855.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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