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Souders Financial Advisors: CGXU position timeline

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

Souders Financial Advisors held 617,195 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,195 shares
    Change vs previous 13F -5,434 shares

    2.15% of the 13F portfolio, value $21,367,297.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 622,629 shares
    Change vs previous 13F +10,825 shares

    2.1% of the 13F portfolio, value $18,361,334.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 611,804 shares
    Change vs previous 13F +11,136 shares

    2.07% of the 13F portfolio, value $18,078,813.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 600,668 shares
    Change vs previous 13F -140,031 shares

    2.12% of the 13F portfolio, value $17,791,792.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 740,699 shares
    Change vs previous 13F +52,276 shares

    2.56% of the 13F portfolio, value $20,095,177.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 688,423 shares
    Change vs previous 13F +208,854 shares

    2.35% of the 13F portfolio, value $16,852,587.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 479,569 shares
    Change vs previous 13F +52,603 shares

    1.65% of the 13F portfolio, value $11,830,968.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 426,966 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $11,515,261.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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