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Disclosery

Burton Enright Welch: CGXU position timeline

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

Burton Enright Welch held 445,713 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 445,713 shares
    Change vs previous 13F +97,268 shares

    1.81% of the 13F portfolio, value $15,430,780.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 348,445 shares
    Change vs previous 13F +10,533 shares

    1.4% of the 13F portfolio, value $10,275,632.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 337,912 shares
    Change vs previous 13F +59,162 shares

    1.41% of the 13F portfolio, value $9,985,296.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 278,750 shares
    Change vs previous 13F +50,888 shares

    1.25% of the 13F portfolio, value $8,256,563.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 227,862 shares
    Change vs previous 13F -32,039 shares

    1.07% of the 13F portfolio, value $6,181,894.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 259,901 shares
    Change vs previous 13F +23,311 shares

    1.29% of the 13F portfolio, value $6,362,371.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 236,590 shares
    Change vs previous 13F +37,103 shares

    1.23% of the 13F portfolio, value $5,836,676.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 199,487 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $5,380,174.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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