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Lodestone Wealth Management LLC: CGXU position timeline

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

Lodestone Wealth Management LLC held 137,305 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 137,305 shares
    Change vs previous 13F -4,491 shares

    1.68% of the 13F portfolio, value $4,753,490.

    13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management 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/A 141,796 shares
    Change vs previous 13F +18,682 shares

    1.66% of the 13F portfolio, value $4,181,556.

    13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management 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 123,114 shares
    Change vs previous 13F +6,202 shares

    1.48% of the 13F portfolio, value $3,638,011.

    13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management 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 116,912 shares
    Change vs previous 13F +5,796 shares

    1.56% of the 13F portfolio, value $3,462,923.

    13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management 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 111,116 shares
    Change vs previous 13F +4,028 shares

    1.47% of the 13F portfolio, value $3,014,575.

    13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management 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 107,088 shares
    Change vs previous 13F -852 shares

    1.39% of the 13F portfolio, value $2,621,513.

    13F-HR 0001950158-25-000005 filed by Lodestone Wealth Management 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 107,940 shares
    Change vs previous 13F -324 shares

    1.34% of the 13F portfolio, value $2,662,878.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth Management 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 108,264 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $2,919,890.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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