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Disclosery

CX Institutional: DE position timeline

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

CX Institutional held 4,996 DE 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 4,996 shares
    Change vs previous 13F +2,045 shares

    0.09% of the 13F portfolio, value $3,355,000.

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

  2. period ended2026-06-30
    13F 2,951 shares
    Change vs previous 13F -301 shares

    0.05% of the 13F portfolio, value $1,872,000.

    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 3,252 shares
    Change vs previous 13F -12,669 shares

    0.06% of the 13F portfolio, value $1,832,000.

    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 15,921 shares
    Change vs previous 13F +2,677 shares

    0.22% of the 13F portfolio, value $7,412,000.

    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 13,244 shares
    Change vs previous 13F +734 shares

    0.18% of the 13F portfolio, value $6,056,000.

    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 12,510 shares
    Change vs previous 13F +494 shares

    0.22% of the 13F portfolio, value $6,361,000.

    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 12,016 shares
    Change vs previous 13F +10,290 shares

    0.21% of the 13F portfolio, value $5,640,000.

    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 1,726 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $731,334.

    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).