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Disclosery

CX Institutional: F position timeline

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

CX Institutional held 716,656 F 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 716,656 shares
    Change vs previous 13F +624,683 shares

    0.23% of the 13F portfolio, value $8,643,000.

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

  2. period ended2026-06-30
    13F 91,973 shares
    Change vs previous 13F -5,460 shares

    0.04% of the 13F portfolio, value $1,278,000.

    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 97,433 shares
    Change vs previous 13F +6,287 shares

    0.03% of the 13F portfolio, value $1,124,000.

    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 91,146 shares
    Change vs previous 13F +896 shares

    0.04% of the 13F portfolio, value $1,196,000.

    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 90,250 shares
    Change vs previous 13F +37,455 shares

    0.03% of the 13F portfolio, value $1,079,000.

    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 52,795 shares
    Change vs previous 13F +5,563 shares

    0.02% of the 13F portfolio, value $573,000.

    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 47,232 shares
    Change vs previous 13F +20,789 shares

    0.02% of the 13F portfolio, value $474,000.

    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 26,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,792.

    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).