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CX Institutional: IJR position timeline

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

CX Institutional held 79,276 IJR 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 79,276 shares
    Change vs previous 13F -185,704 shares

    0.29% of the 13F portfolio, value $10,785,000.

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

  2. period ended2026-06-30
    13F 264,980 shares
    Change vs previous 13F +181,646 shares

    1.13% of the 13F portfolio, value $39,299,000.

    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 83,334 shares
    Change vs previous 13F +14,593 shares

    0.32% of the 13F portfolio, value $10,359,000.

    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 68,741 shares
    Change vs previous 13F -262 shares

    0.25% of the 13F portfolio, value $8,261,000.

    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 69,003 shares
    Change vs previous 13F +4,478 shares

    0.25% of the 13F portfolio, value $8,200,000.

    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 64,525 shares
    Change vs previous 13F +9,115 shares

    0.25% of the 13F portfolio, value $7,052,000.

    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 55,410 shares
    Change vs previous 13F +4,007 shares

    0.22% of the 13F portfolio, value $5,794,000.

    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 51,403 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,922,699.

    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).