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CX Institutional: HEFA position timeline

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

CX Institutional held 403,920 HEFA 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 403,920 shares
    Change vs previous 13F +129,642 shares

    0.51% of the 13F portfolio, value $18,738,000.

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

  2. period ended2026-06-30
    13F 274,278 shares
    Change vs previous 13F +928 shares

    0.37% of the 13F portfolio, value $12,871,000.

    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 273,350 shares
    Change vs previous 13F +45,322 shares

    0.35% of the 13F portfolio, value $11,616,000.

    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 228,028 shares
    Change vs previous 13F -5,280 shares

    0.28% of the 13F portfolio, value $9,431,000.

    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 233,308 shares
    Change vs previous 13F +195,154 shares

    0.28% of the 13F portfolio, value $9,241,000.

    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 38,154 shares
    Change vs previous 13F -805,102 shares

    0.05% of the 13F portfolio, value $1,448,000.

    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 843,256 shares
    Change vs previous 13F -390,432 shares

    1.16% of the 13F portfolio, value $30,602,000.

    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 1,233,688 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $42,870,671.

    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).