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Brown Miller Wealth Management, LLC: CGXU position timeline

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

Brown Miller Wealth Management, LLC held 227,088 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,088 shares
    Change vs previous 13F +10,626 shares

    1.98% of the 13F portfolio, value $7,861,771.

    13F-HR 0001840084-26-000004 filed by Brown Miller Wealth Management, 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 216,462 shares
    Change vs previous 13F +29,355 shares

    1.81% of the 13F portfolio, value $6,383,462.

    13F-HR 0001840084-26-000002 filed by Brown Miller Wealth Management, 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 187,107 shares
    Change vs previous 13F +18,555 shares

    1.53% of the 13F portfolio, value $5,529,013.

    13F-HR 0001840084-26-000001 filed by Brown Miller Wealth Management, 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 168,552 shares
    Change vs previous 13F +2,352 shares

    1.41% of the 13F portfolio, value $4,992,513.

    13F-HR 0001840084-25-000015 filed by Brown Miller Wealth Management, 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 166,200 shares
    Change vs previous 13F +5,629 shares

    1.4% of the 13F portfolio, value $4,509,005.

    13F-HR 0001840084-25-000013 filed by Brown Miller Wealth Management, 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 160,571 shares
    Change vs previous 13F +3,210 shares

    1.36% of the 13F portfolio, value $3,930,777.

    13F-HR 0001840084-25-000010 filed by Brown Miller Wealth Management, 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 157,361 shares
    Change vs previous 13F +6,397 shares

    1.49% of the 13F portfolio, value $3,882,120.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, 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/A 150,964 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,071,522.

    13F-HR/A 0001840084-25-000002 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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