Skip to content
Disclosery

CX Institutional: IEO position timeline

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

CX Institutional held 839 IEO 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 839 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $111,000.

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

  2. period ended2026-06-30
    13F 854 shares
    Change vs previous 13F -660 shares

    <0.01% of the 13F portfolio, value $94,000.

    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 1,514 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $189,000.

    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 1,506 shares
    Change vs previous 13F +906 shares

    <0.01% of the 13F portfolio, value $134,000.

    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 600 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $56,000.

    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 707 shares
    Change vs previous 13F +637 shares

    <0.01% of the 13F portfolio, value $63,000.

    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 70 shares
    Change vs previous 13F -8,788 shares

    <0.01% of the 13F portfolio, value $7,000.

    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 8,858 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $793,943.

    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).