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McGlone Suttner Wealth Management, Inc.: CGXU position timeline

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

McGlone Suttner Wealth Management, Inc. held 703,117 CGXU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 703,117 shares
    Change vs previous 13F +2,502 shares

    2.8% of the 13F portfolio, value $24,109,888.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 700,615 shares
    Change vs previous 13F -6,256 shares

    2.85% of the 13F portfolio, value $24,255,286.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 706,871 shares
    Change vs previous 13F -25,804 shares

    2.76% of the 13F portfolio, value $20,845,623.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 732,675 shares
    Change vs previous 13F +23,011 shares

    2.91% of the 13F portfolio, value $21,650,541.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 709,664 shares
    Change vs previous 13F +13,209 shares

    2.94% of the 13F portfolio, value $21,020,250.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 696,455 shares
    Change vs previous 13F +18,237 shares

    2.85% of the 13F portfolio, value $18,894,833.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 678,218 shares
    Change vs previous 13F +17,260 shares

    2.72% of the 13F portfolio, value $16,602,767.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 660,958 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $16,305,825.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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