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CX Institutional: GS position timeline

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

CX Institutional held 2,550 GS 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 2,550 shares
    Change vs previous 13F -8,811 shares

    0.06% of the 13F portfolio, value $2,296,000.

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

  2. period ended2026-06-30
    13F 11,361 shares
    Change vs previous 13F +305 shares

    0.33% of the 13F portfolio, value $11,490,000.

    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 11,056 shares
    Change vs previous 13F +7,471 shares

    0.29% of the 13F portfolio, value $9,354,000.

    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 3,585 shares
    Change vs previous 13F -541 shares

    0.09% of the 13F portfolio, value $3,151,000.

    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 4,126 shares
    Change vs previous 13F -332 shares

    0.1% of the 13F portfolio, value $3,286,000.

    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 4,458 shares
    Change vs previous 13F +473 shares

    0.11% of the 13F portfolio, value $3,155,000.

    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 3,985 shares
    Change vs previous 13F -598 shares

    0.08% of the 13F portfolio, value $2,177,000.

    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 4,583 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,624,645.

    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).