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Disclosery

CX Institutional: DFAS position timeline

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

CX Institutional held 14,553 DFAS 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 14,553 shares
    Change vs previous 13F -541 shares

    0.03% of the 13F portfolio, value $1,127,000.

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

  2. period ended2026-06-30
    13F 15,094 shares
    Change vs previous 13F -345 shares

    0.04% of the 13F portfolio, value $1,243,000.

    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 15,439 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $1,098,000.

    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 15,527 shares
    Change vs previous 13F -1,575 shares

    0.03% of the 13F portfolio, value $1,082,000.

    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 17,102 shares
    Change vs previous 13F -2,171 shares

    0.04% of the 13F portfolio, value $1,171,000.

    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 19,273 shares
    Change vs previous 13F -70,618 shares

    0.04% of the 13F portfolio, value $1,228,000.

    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 89,891 shares
    Change vs previous 13F +4,152 shares

    0.2% of the 13F portfolio, value $5,371,000.

    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 85,739 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,579,907.

    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).