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Disclosery

CX Institutional: CHTR position timeline

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

CX Institutional held 240 CHTR 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 240 shares
    Change vs previous 13F -127 shares

    <0.01% of the 13F portfolio, value $27,000.

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

  2. period ended2026-06-30
    13F 367 shares
    Change vs previous 13F -1,207 shares

    <0.01% of the 13F portfolio, value $52,000.

    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 1,574 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $340,000.

    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 1,515 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $316,000.

    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 1,254 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $345,000.

    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 1,068 shares
    Change vs previous 13F -62 shares

    0.02% of the 13F portfolio, value $437,000.

    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 1,130 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $416,000.

    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 1,008 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,512.

    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).