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Orca Wealth Management, LLC: CGXU position timeline

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

Orca Wealth Management, LLC held 15,525 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 15,525 shares
    Change vs previous 13F +66 shares

    0.32% of the 13F portfolio, value $537,488.

    13F-HR 0002043765-26-000002 filed by Orca 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 15,459 shares
    Change vs previous 13F +1,370 shares

    0.32% of the 13F portfolio, value $455,896.

    13F-HR 0002085853-26-000478 filed by Orca 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 14,089 shares
    Change vs previous 13F +1,761 shares

    0.32% of the 13F portfolio, value $446,492.

    13F-HR 0002085853-26-000215 filed by Orca 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 12,328 shares
    Change vs previous 13F -108 shares

    0.28% of the 13F portfolio, value $365,152.

    13F-HR 0002085853-25-000270 filed by Orca 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 12,436 shares
    Change vs previous 13F +444 shares

    0.28% of the 13F portfolio, value $337,391.

    13F-HR 0001667731-25-000916 filed by Orca 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 11,992 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $293,566.

    13F-HR 0001667731-25-000609 filed by Orca 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 11,992 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $295,845.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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