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Disclosery

CX Institutional: HTGC position timeline

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

CX Institutional held 1,712 HTGC 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 1,712 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $29,000.

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

  2. period ended2026-06-30
    13F 1,675 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $26,000.

    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 2,150 shares
    Change vs previous 13F -2,944 shares

    <0.01% of the 13F portfolio, value $32,000.

    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 5,094 shares
    Change vs previous 13F -16,763 shares

    <0.01% of the 13F portfolio, value $96,000.

    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 21,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $413,000.

    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).