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Disclosery

CX Institutional: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on AAPL, newest first. How the timeline and the estimate are built.

CX Institutional held 276,065 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 276,065 shares
    Change vs previous 13F +32,125 shares

    2.49% of the 13F portfolio, value $91,935,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 243,940 shares
    Change vs previous 13F -10,814 shares

    2.04% of the 13F portfolio, value $70,586,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 254,754 shares
    Change vs previous 13F +18,308 shares

    1.97% of the 13F portfolio, value $64,654,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 236,446 shares
    Change vs previous 13F -8,771 shares

    1.92% of the 13F portfolio, value $64,280,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 245,217 shares
    Change vs previous 13F +36,993 shares

    1.9% of the 13F portfolio, value $62,440,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 208,224 shares
    Change vs previous 13F +18,246 shares

    1.49% of the 13F portfolio, value $42,721,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 189,978 shares
    Change vs previous 13F +13,013 shares

    1.59% of the 13F portfolio, value $42,200,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 176,965 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $44,315,715.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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