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Disclosery

CX Institutional: FISV position timeline

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

CX Institutional held 3,765 FISV 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 3,765 shares
    Change vs previous 13F -1,014 shares

    <0.01% of the 13F portfolio, value $170,000.

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

  2. period ended2026-06-30
    13F 4,779 shares
    Change vs previous 13F +2,593 shares

    0.01% of the 13F portfolio, value $234,000.

    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 2,186 shares
    Change vs previous 13F -88,553 shares

    <0.01% of the 13F portfolio, value $122,000.

    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 90,739 shares
    Change vs previous 13F +31,567 shares

    0.18% of the 13F portfolio, value $6,095,000.

    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 59,172 shares
    Change vs previous 13F +13,075 shares

    0.23% of the 13F portfolio, value $7,629,000.

    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 46,097 shares
    Change vs previous 13F -13,641 shares

    0.28% of the 13F portfolio, value $7,948,000.

    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 59,738 shares
    Change vs previous 13F +10,340 shares

    0.5% of the 13F portfolio, value $13,192,000.

    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 49,398 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $10,147,337.

    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).