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Disclosery

CX Institutional: HWM position timeline

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

CX Institutional held 38,183 HWM 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 38,183 shares
    Change vs previous 13F +32,039 shares

    0.23% of the 13F portfolio, value $8,636,000.

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

  2. period ended2026-06-30
    13F 6,144 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $1,652,000.

    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 5,990 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $1,380,000.

    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 5,793 shares
    Change vs previous 13F -380 shares

    0.04% of the 13F portfolio, value $1,188,000.

    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 6,173 shares
    Change vs previous 13F +3,121 shares

    0.04% of the 13F portfolio, value $1,211,000.

    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 3,052 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $568,000.

    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 3,003 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $390,000.

    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 2,749 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $300,660.

    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).