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Disclosery

CX Institutional: IRM position timeline

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

CX Institutional held 4,971 IRM 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 4,971 shares
    Change vs previous 13F -518 shares

    0.01% of the 13F portfolio, value $552,000.

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

  2. period ended2026-06-30
    13F 5,489 shares
    Change vs previous 13F -404 shares

    0.02% of the 13F portfolio, value $693,000.

    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 5,893 shares
    Change vs previous 13F -653 shares

    0.02% of the 13F portfolio, value $602,000.

    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 6,546 shares
    Change vs previous 13F -4,700 shares

    0.02% of the 13F portfolio, value $543,000.

    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 11,246 shares
    Change vs previous 13F +9,501 shares

    0.03% of the 13F portfolio, value $1,146,000.

    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 1,745 shares
    Change vs previous 13F -56 shares

    0.01% of the 13F portfolio, value $179,000.

    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 1,801 shares
    Change vs previous 13F -3,000 shares

    0.01% of the 13F portfolio, value $155,000.

    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 4,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $504,640.

    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).