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Rather & Kittrell, Inc.: CGXU position timeline

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

Rather & Kittrell, Inc. held 40,406 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,406 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,398,856.

    13F-HR 0001172661-26-003311 filed by Rather & Kittrell, Inc.
    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 40,406 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,191,573.

    13F-HR 0001172661-26-001726 filed by Rather & Kittrell, Inc.
    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 40,406 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,193,997.

    13F-HR 0001172661-26-000344 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,406 shares
    Change vs previous 13F +23,556 shares

    0.21% of the 13F portfolio, value $1,196,826.

    13F-HR 0001172661-25-004468 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,850 shares
    Change vs previous 13F +430 shares

    0.09% of the 13F portfolio, value $457,141.

    13F-HR 0001172661-25-003065 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 16,420 shares
    Change vs previous 13F +1,123 shares

    0.09% of the 13F portfolio, value $401,962.

    13F-HR 0001172661-25-002186 filed by Rather & Kittrell, Inc.
    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 15,297 shares
    Change vs previous 13F +817 shares

    0.09% of the 13F portfolio, value $377,377.

    13F-HR 0001172661-25-000847 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 14,480 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $390,526.

    13F-HR/A 0001172661-25-000461 filed by Rather & Kittrell, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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