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CX Institutional: BRO position timeline

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

CX Institutional held 6,242 BRO 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 6,242 shares
    Change vs previous 13F +189 shares

    0.01% of the 13F portfolio, value $380,000.

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

  2. period ended2026-06-30
    13F 6,053 shares
    Change vs previous 13F -2,024 shares

    0.01% of the 13F portfolio, value $388,000.

    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 8,077 shares
    Change vs previous 13F -1,599 shares

    0.02% of the 13F portfolio, value $527,000.

    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 9,676 shares
    Change vs previous 13F -10,733 shares

    0.02% of the 13F portfolio, value $771,000.

    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 20,409 shares
    Change vs previous 13F +265 shares

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

    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 20,144 shares
    Change vs previous 13F -138 shares

    0.08% of the 13F portfolio, value $2,233,000.

    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 20,282 shares
    Change vs previous 13F +630 shares

    0.1% of the 13F portfolio, value $2,523,000.

    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 19,652 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,004,899.

    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).