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Wealthspire Retirement, LLC: CGXU position timeline

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

Wealthspire Retirement, LLC held 27,387 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 27,387 shares
    Change vs previous 13F -3,091 shares

    0.05% of the 13F portfolio, value $948,134.

    13F-HR 0002040084-26-000005 filed by Wealthspire Retirement, 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 30,478 shares
    Change vs previous 13F +540 shares

    0.05% of the 13F portfolio, value $898,795.

    13F-HR 0002040084-26-000003 filed by Wealthspire Retirement, 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 29,938 shares
    Change vs previous 13F -170 shares

    0.05% of the 13F portfolio, value $884,667.

    13F-HR 0002040084-26-000002 filed by Wealthspire Retirement, 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/A 30,108 shares
    Change vs previous 13F -20,915 shares

    0.06% of the 13F portfolio, value $891,787.

    13F-HR/A 0002040084-26-000001 filed by Wealthspire Retirement, 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 51,023 shares
    Change vs previous 13F -801 shares

    0.09% of the 13F portfolio, value $1,384,254.

    13F-HR 0001085146-25-004821 filed by Wealthspire Retirement, 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 51,824 shares
    Change vs previous 13F -3,681 shares

    0.1% of the 13F portfolio, value $1,268,652.

    13F-HR 0001085146-25-003012 filed by Wealthspire Retirement, 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 55,505 shares
    Change vs previous 13F +2,503 shares

    0.11% of the 13F portfolio, value $1,369,309.

    13F-HR 0001085146-25-001289 filed by Wealthspire Retirement, LLC
    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 53,002 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,429,464.

    13F-HR 0001085146-25-001288 filed by Wealthspire Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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