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CX Institutional: IDV position timeline

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

CX Institutional held 216,515 IDV 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 216,515 shares
    Change vs previous 13F +15,321 shares

    0.25% of the 13F portfolio, value $9,135,000.

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

  2. period ended2026-06-30
    13F 201,194 shares
    Change vs previous 13F +5,356 shares

    0.24% of the 13F portfolio, value $8,335,000.

    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 195,838 shares
    Change vs previous 13F -7,888 shares

    0.25% of the 13F portfolio, value $8,335,000.

    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 203,726 shares
    Change vs previous 13F +123 shares

    0.24% of the 13F portfolio, value $8,037,000.

    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 203,603 shares
    Change vs previous 13F -10,414 shares

    0.23% of the 13F portfolio, value $7,442,000.

    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 214,017 shares
    Change vs previous 13F -12,864 shares

    0.26% of the 13F portfolio, value $7,386,000.

    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 226,881 shares
    Change vs previous 13F -48,873 shares

    0.27% of the 13F portfolio, value $7,038,000.

    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 275,754 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,550,172.

    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).