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Bridgewealth Advisory Group, LLC: CGXU position timeline

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

Bridgewealth Advisory Group, LLC held 28,679 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 28,679 shares
    Change vs previous 13F -8,311 shares

    0.19% of the 13F portfolio, value $992,867.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory 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 36,990 shares
    Change vs previous 13F -34,857 shares

    0.23% of the 13F portfolio, value $1,090,835.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory 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 71,847 shares
    Change vs previous 13F -257,086 shares

    0.47% of the 13F portfolio, value $2,123,079.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory 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 328,933 shares
    Change vs previous 13F +21,740 shares

    2.26% of the 13F portfolio, value $9,742,995.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory 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 307,193 shares
    Change vs previous 13F +255,736 shares

    2.12% of the 13F portfolio, value $8,334,146.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory 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 51,457 shares
    Change vs previous 13F -231,619 shares

    1.66% of the 13F portfolio, value $1,259,667.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory 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 283,076 shares
    Change vs previous 13F +62,606 shares

    2.11% of the 13F portfolio, value $7,464,714.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory 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 220,470 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,946,076.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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