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Disclosery

CX Institutional: IDRV position timeline

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

CX Institutional held 26,197 IDRV 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 26,197 shares
    Change vs previous 13F +230 shares

    0.02% of the 13F portfolio, value $861,000.

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

  2. period ended2026-06-30
    13F 25,967 shares
    Change vs previous 13F -748 shares

    0.03% of the 13F portfolio, value $989,000.

    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 26,715 shares
    Change vs previous 13F -918 shares

    0.03% of the 13F portfolio, value $1,029,000.

    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 27,633 shares
    Change vs previous 13F +608 shares

    0.03% of the 13F portfolio, value $1,048,000.

    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 27,025 shares
    Change vs previous 13F -3,053 shares

    0.03% of the 13F portfolio, value $991,000.

    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 30,078 shares
    Change vs previous 13F -25,269 shares

    0.03% of the 13F portfolio, value $920,000.

    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 55,347 shares
    Change vs previous 13F -114,129 shares

    0.06% of the 13F portfolio, value $1,618,000.

    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 169,476 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,953,805.

    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).