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Disclosery

CX Institutional: AGG position timeline

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

CX Institutional held 58,821 AGG 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 58,821 shares
    Change vs previous 13F -27,905 shares

    0.15% of the 13F portfolio, value $5,561,000.

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

  2. period ended2026-06-30
    13F 86,726 shares
    Change vs previous 13F +24,198 shares

    0.25% of the 13F portfolio, value $8,584,000.

    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 62,528 shares
    Change vs previous 13F -41,142 shares

    0.19% of the 13F portfolio, value $6,207,000.

    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 103,670 shares
    Change vs previous 13F -53,821 shares

    0.31% of the 13F portfolio, value $10,355,000.

    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 157,491 shares
    Change vs previous 13F +105,924 shares

    0.48% of the 13F portfolio, value $15,788,000.

    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 51,567 shares
    Change vs previous 13F -21,612 shares

    0.18% of the 13F portfolio, value $5,115,000.

    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 73,179 shares
    Change vs previous 13F +50,449 shares

    0.27% of the 13F portfolio, value $7,239,000.

    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 22,730 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,202,543.

    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).