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CX Institutional: IAI position timeline

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

CX Institutional held 1,704 IAI 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 1,704 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $300,000.

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

  2. period ended2026-06-30
    13F 1,745 shares
    Change vs previous 13F -18,893 shares

    0.01% of the 13F portfolio, value $306,000.

    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 20,638 shares
    Change vs previous 13F +19,485 shares

    0.1% of the 13F portfolio, value $3,388,000.

    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 1,153 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $207,000.

    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 1,210 shares
    Change vs previous 13F +171 shares

    0.01% of the 13F portfolio, value $214,000.

    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 1,039 shares
    Change vs previous 13F -344 shares

    0.01% of the 13F portfolio, value $176,000.

    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 1,383 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $194,000.

    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 1,938 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $279,378.

    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).