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Hopwood Financial Services, Inc.: CGXU position timeline

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

Hopwood Financial Services, Inc. held 622,577 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 622,577 shares
    Change vs previous 13F +42,724 shares

    12.48% of the 13F portfolio, value $21,557,713.

    13F-HR 0001705819-26-000042 filed by Hopwood Financial Services, Inc.
    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 579,853 shares
    Change vs previous 13F +12,016 shares

    11.52% of the 13F portfolio, value $17,099,857.

    13F-HR 0001705819-26-000036 filed by Hopwood Financial Services, Inc.
    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 567,837 shares
    Change vs previous 13F +24,133 shares

    11.81% of the 13F portfolio, value $16,779,576.

    13F-HR 0001705819-26-000009 filed by Hopwood Financial Services, Inc.
    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 543,704 shares
    Change vs previous 13F +15,054 shares

    10.76% of the 13F portfolio, value $16,104,512.

    13F-HR 0002023166-25-000005 filed by Hopwood Financial Services, Inc.
    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 528,650 shares
    Change vs previous 13F +18,040 shares

    11.22% of the 13F portfolio, value $14,344,733.

    13F-HR 0002023166-25-000004 filed by Hopwood Financial Services, Inc.
    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 510,610 shares
    Change vs previous 13F +34,176 shares

    9.65% of the 13F portfolio, value $12,499,732.

    13F-HR 0002023166-25-000003 filed by Hopwood Financial Services, Inc.
    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 476,434 shares
    Change vs previous 13F not available

    8.91% of the 13F portfolio, value $11,753,626.

    13F-HR 0002023166-25-000001 filed by Hopwood Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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