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Disclosery

Lantz Financial LLC: CGXU position timeline

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

Lantz Financial LLC held 680,706 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 680,706 shares
    Change vs previous 13F +40,427 shares

    4.31% of the 13F portfolio, value $23,566,027.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 640,279 shares
    Change vs previous 13F +48,509 shares

    3.9% of the 13F portfolio, value $18,881,815.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 591,770 shares
    Change vs previous 13F +39,164 shares

    3.69% of the 13F portfolio, value $17,486,791.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 552,606 shares
    Change vs previous 13F +20,317 shares

    3.62% of the 13F portfolio, value $16,368,182.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 532,289 shares
    Change vs previous 13F +27,902 shares

    3.6% of the 13F portfolio, value $14,440,996.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 504,387 shares
    Change vs previous 13F +32,618 shares

    3.38% of the 13F portfolio, value $12,347,389.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 471,769 shares
    Change vs previous 13F +36,406 shares

    3.1% of the 13F portfolio, value $11,638,547.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 435,363 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $11,741,727.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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