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Disclosery

Olistico Wealth, LLC: CGXU position timeline

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

Olistico Wealth, LLC held 129,911 CGXU shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,911 shares
    Change vs previous 13F +1,194 shares

    1.86% of the 13F portfolio, value $4,454,665.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 128,717 shares
    Change vs previous 13F +9,696 shares

    1.91% of the 13F portfolio, value $4,456,181.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, LLC
    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 119,021 shares
    Change vs previous 13F +442 shares

    1.73% of the 13F portfolio, value $3,509,928.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 118,579 shares
    Change vs previous 13F -15,032 shares

    1.71% of the 13F portfolio, value $3,504,008.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 133,611 shares
    Change vs previous 13F +6,410 shares

    2.09% of the 13F portfolio, value $3,957,546.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 127,201 shares
    Change vs previous 13F +38,754 shares

    1.92% of the 13F portfolio, value $3,450,975.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, LLC
    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 88,447 shares
    Change vs previous 13F +10,974 shares

    1.34% of the 13F portfolio, value $2,165,194.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 77,473 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,911,270.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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