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Disclosery

CX Institutional: CB position timeline

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

CX Institutional held 35,220 CB 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 35,220 shares
    Change vs previous 13F +1,120 shares

    0.31% of the 13F portfolio, value $11,455,000.

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

  2. period ended2026-06-30
    13F 34,100 shares
    Change vs previous 13F +1,271 shares

    0.34% of the 13F portfolio, value $11,619,000.

    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 32,829 shares
    Change vs previous 13F -1,112 shares

    0.33% of the 13F portfolio, value $10,700,000.

    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 33,941 shares
    Change vs previous 13F +2,010 shares

    0.32% of the 13F portfolio, value $10,594,000.

    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 31,931 shares
    Change vs previous 13F +11,129 shares

    0.27% of the 13F portfolio, value $9,012,000.

    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 20,802 shares
    Change vs previous 13F +17,435 shares

    0.21% of the 13F portfolio, value $6,027,000.

    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 3,367 shares
    Change vs previous 13F +488 shares

    0.04% of the 13F portfolio, value $1,017,000.

    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 2,879 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $795,514.

    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).