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Disclosery

CX Institutional: HCI position timeline

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

CX Institutional held 0 HCI 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 0 shares
    Change vs previous 13F -118 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 118 shares
    Change vs previous 13F -36,923 shares

    <0.01% of the 13F portfolio, value $21,000.

    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 37,041 shares
    Change vs previous 13F -1,368 shares

    0.17% of the 13F portfolio, value $5,727,000.

    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 38,409 shares
    Change vs previous 13F -3,224 shares

    0.22% of the 13F portfolio, value $7,363,000.

    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 41,633 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,991,000.

    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).