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CX Institutional: IAT position timeline

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

CX Institutional held 3,441 IAT 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 3,441 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $197,000.

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

  2. period ended2026-06-30
    13F 3,545 shares
    Change vs previous 13F -1,568 shares

    0.01% of the 13F portfolio, value $221,000.

    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 5,113 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $275,000.

    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 5,410 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $298,000.

    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 5,375 shares
    Change vs previous 13F -754 shares

    0.01% of the 13F portfolio, value $282,000.

    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 6,129 shares
    Change vs previous 13F -30,401 shares

    0.01% of the 13F portfolio, value $304,000.

    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 36,530 shares
    Change vs previous 13F -17,352 shares

    0.06% of the 13F portfolio, value $1,703,000.

    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 53,882 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,713,528.

    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).