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Disclosery

Spire Wealth Management: CGXU position timeline

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

Spire Wealth Management held 90,027 CGXU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,027 shares
    Change vs previous 13F +595 shares

    0.09% of the 13F portfolio, value $3,116,727.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 89,432 shares
    Change vs previous 13F +7,632 shares

    0.09% of the 13F portfolio, value $2,637,343.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 81,800 shares
    Change vs previous 13F +26,133 shares

    0.08% of the 13F portfolio, value $2,417,183.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 55,667 shares
    Change vs previous 13F +6,322 shares

    0.06% of the 13F portfolio, value $1,648,865.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 49,345 shares
    Change vs previous 13F +274 shares

    0.05% of the 13F portfolio, value $1,338,728.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 49,071 shares
    Change vs previous 13F -493 shares

    0.04% of the 13F portfolio, value $1,201,256.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 49,564 shares
    Change vs previous 13F +15,437 shares

    0.04% of the 13F portfolio, value $1,222,742.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 34,127 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $920,399.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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