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Disclosery

Freedom Financial Partners LLC: CGXU position timeline

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

Freedom Financial Partners LLC held 161,151 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,151 shares
    Change vs previous 13F -23,330 shares

    1.82% of the 13F portfolio, value $5,579,056.

    13F-HR 0002063364-26-000259 filed by Freedom Financial Partners 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 184,481 shares
    Change vs previous 13F -55,675 shares

    1.94% of the 13F portfolio, value $5,440,335.

    13F-HR 0002063364-26-000101 filed by Freedom Financial Partners 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 240,156 shares
    Change vs previous 13F -79,924 shares

    2.58% of the 13F portfolio, value $7,097,184.

    13F-HR 0002063364-26-000007 filed by Freedom Financial Partners 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 320,080 shares
    Change vs previous 13F -284,287 shares

    3.61% of the 13F portfolio, value $9,480,755.

    13F-HR 0002063364-25-000236 filed by Freedom Financial Partners 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 604,367 shares
    Change vs previous 13F +40,682 shares

    6.91% of the 13F portfolio, value $16,395,690.

    13F-HR 0002063364-25-000209 filed by Freedom Financial Partners 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 563,685 shares
    Change vs previous 13F +61,991 shares

    6.43% of the 13F portfolio, value $13,799,012.

    13F-HR 0002063364-25-000021 filed by Freedom Financial Partners 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 501,694 shares
    Change vs previous 13F not available

    5.97% of the 13F portfolio, value $12,376,800.

    13F-HR 0001345576-25-000007 filed by Freedom Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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