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Disclosery

CX Institutional: FTC position timeline

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

CX Institutional held 115,994 FTC 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 115,994 shares
    Change vs previous 13F +6,759 shares

    0.56% of the 13F portfolio, value $20,577,000.

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

  2. period ended2026-06-30
    13F 109,235 shares
    Change vs previous 13F -4,550 shares

    0.61% of the 13F portfolio, value $21,166,000.

    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 113,785 shares
    Change vs previous 13F +6,007 shares

    0.54% of the 13F portfolio, value $17,539,000.

    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 107,778 shares
    Change vs previous 13F +2,738 shares

    0.51% of the 13F portfolio, value $17,231,000.

    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 105,040 shares
    Change vs previous 13F -9,944 shares

    0.51% of the 13F portfolio, value $16,876,000.

    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 114,984 shares
    Change vs previous 13F +21,013 shares

    0.61% of the 13F portfolio, value $17,359,000.

    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 93,971 shares
    Change vs previous 13F +35,892 shares

    0.47% of the 13F portfolio, value $12,348,000.

    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 58,079 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,029,494.

    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).