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Disclosery

CX Institutional: CALM position timeline

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

CX Institutional held 73,993 CALM 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 73,993 shares
    Change vs previous 13F -5,098 shares

    0.14% of the 13F portfolio, value $5,036,000.

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

  2. period ended2026-06-30
    13F 79,091 shares
    Change vs previous 13F +5,145 shares

    0.18% of the 13F portfolio, value $6,372,000.

    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 73,946 shares
    Change vs previous 13F +6,197 shares

    0.18% of the 13F portfolio, value $5,853,000.

    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 67,749 shares
    Change vs previous 13F -1,197 shares

    0.16% of the 13F portfolio, value $5,391,000.

    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 68,946 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,488,000.

    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).