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Disclosery

CX Institutional: IBM position timeline

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

CX Institutional held 15,560 IBM 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 15,560 shares
    Change vs previous 13F +1,206 shares

    0.09% of the 13F portfolio, value $3,422,000.

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

  2. period ended2026-06-30
    13F 14,354 shares
    Change vs previous 13F -695 shares

    0.12% of the 13F portfolio, value $4,036,000.

    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 15,049 shares
    Change vs previous 13F +3,788 shares

    0.11% of the 13F portfolio, value $3,648,000.

    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 11,261 shares
    Change vs previous 13F -823 shares

    0.1% of the 13F portfolio, value $3,336,000.

    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 12,084 shares
    Change vs previous 13F +5,139 shares

    0.1% of the 13F portfolio, value $3,410,000.

    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 6,945 shares
    Change vs previous 13F -211 shares

    0.07% of the 13F portfolio, value $2,047,000.

    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 7,156 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $1,779,000.

    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 7,125 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,566,330.

    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).