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Strata Wealth Advisors, LLC: CGXU position timeline

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

Strata Wealth Advisors, LLC held 659,184 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 659,184 shares
    Change vs previous 13F +31,533 shares

    5.57% of the 13F portfolio, value $22,820,937.

    13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, 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 627,651 shares
    Change vs previous 13F +95,331 shares

    5.08% of the 13F portfolio, value $18,509,417.

    13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, 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 532,320 shares
    Change vs previous 13F +21,647 shares

    4.38% of the 13F portfolio, value $15,730,068.

    13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, 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 510,673 shares
    Change vs previous 13F -7,338 shares

    3.99% of the 13F portfolio, value $15,126,137.

    13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, 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 518,011 shares
    Change vs previous 13F +58,318 shares

    3.87% of the 13F portfolio, value $14,053,647.

    13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, 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 459,693 shares
    Change vs previous 13F +370,499 shares

    3.5% of the 13F portfolio, value $11,253,280.

    13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, 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 89,194 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,200,411.

    13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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