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CX Institutional: D position timeline

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

CX Institutional held 11,385 D 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 11,385 shares
    Change vs previous 13F +3,291 shares

    0.02% of the 13F portfolio, value $689,000.

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

  2. period ended2026-06-30
    13F 8,094 shares
    Change vs previous 13F -1,525 shares

    0.02% of the 13F portfolio, value $553,000.

    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 9,619 shares
    Change vs previous 13F +631 shares

    0.02% of the 13F portfolio, value $595,000.

    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 8,988 shares
    Change vs previous 13F -1,477 shares

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

    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 10,465 shares
    Change vs previous 13F +4,586 shares

    0.02% of the 13F portfolio, value $640,000.

    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 5,879 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $332,000.

    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 5,944 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $333,000.

    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 5,142 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $276,987.

    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).