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Disclosery

CX Institutional: FDIS position timeline

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

CX Institutional held 44,840 FDIS 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 44,840 shares
    Change vs previous 13F +861 shares

    0.12% of the 13F portfolio, value $4,247,000.

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

  2. period ended2026-06-30
    13F 43,979 shares
    Change vs previous 13F +3,453 shares

    0.13% of the 13F portfolio, value $4,523,000.

    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 40,526 shares
    Change vs previous 13F +6,458 shares

    0.12% of the 13F portfolio, value $3,779,000.

    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 34,068 shares
    Change vs previous 13F +1,792 shares

    0.1% of the 13F portfolio, value $3,480,000.

    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 32,276 shares
    Change vs previous 13F -2,310 shares

    0.1% of the 13F portfolio, value $3,320,000.

    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 34,586 shares
    Change vs previous 13F +7,034 shares

    0.11% of the 13F portfolio, value $3,254,000.

    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 27,552 shares
    Change vs previous 13F +7,651 shares

    0.09% of the 13F portfolio, value $2,328,000.

    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 19,901 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,939,576.

    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).