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CRA Financial Services, LLC: CGXU position timeline

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

CRA Financial Services, LLC held 19,515 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,515 shares
    Change vs previous 13F +4,667 shares

    0.08% of the 13F portfolio, value $675,611.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 14,848 shares
    Change vs previous 13F -393 shares

    0.06% of the 13F portfolio, value $437,869.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 15,241 shares
    Change vs previous 13F +1,876 shares

    0.06% of the 13F portfolio, value $450,359.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 13,365 shares
    Change vs previous 13F +825 shares

    0.05% of the 13F portfolio, value $395,868.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 12,540 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $340,204.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 13,040 shares
    Change vs previous 13F -46,051 shares

    0.05% of the 13F portfolio, value $319,214.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 59,091 shares
    Change vs previous 13F +14,941 shares

    0.25% of the 13F portfolio, value $1,457,784.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 44,150 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,190,714.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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