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Disclosery

CX Institutional: ADI position timeline

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

CX Institutional held 29,958 ADI 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 29,958 shares
    Change vs previous 13F +25,140 shares

    0.32% of the 13F portfolio, value $11,885,000.

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

  2. period ended2026-06-30
    13F 4,818 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $1,914,000.

    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 4,952 shares
    Change vs previous 13F -29,416 shares

    0.05% of the 13F portfolio, value $1,576,000.

    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 34,368 shares
    Change vs previous 13F +29,274 shares

    0.28% of the 13F portfolio, value $9,321,000.

    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 5,094 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $1,251,000.

    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 5,133 shares
    Change vs previous 13F +80 shares

    0.04% of the 13F portfolio, value $1,222,000.

    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 5,053 shares
    Change vs previous 13F +191 shares

    0.04% of the 13F portfolio, value $1,019,000.

    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 4,862 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,032,992.

    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).