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SilverOak Wealth Management LLC: CGXU position timeline

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

SilverOak Wealth Management LLC held 29,129 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,129 shares
    Change vs previous 13F +10,208 shares

    0.13% of the 13F portfolio, value $1,008,446.

    13F-HR 0002085853-26-000900 filed by SilverOak 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 18,921 shares
    Change vs previous 13F +9,214 shares

    0.09% of the 13F portfolio, value $557,980.

    13F-HR 0002085853-26-000530 filed by SilverOak 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 9,707 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $286,842.

    13F-HR 0002085853-26-000125 filed by SilverOak Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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