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Disclosery

CX Institutional: ITA position timeline

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

CX Institutional held 28,767 ITA 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 28,767 shares
    Change vs previous 13F +4,683 shares

    0.16% of the 13F portfolio, value $5,960,000.

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

  2. period ended2026-06-30
    13F 24,084 shares
    Change vs previous 13F -228 shares

    0.17% of the 13F portfolio, value $5,838,000.

    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 24,312 shares
    Change vs previous 13F +22,715 shares

    0.16% of the 13F portfolio, value $5,318,000.

    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 1,597 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $343,000.

    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 1,664 shares
    Change vs previous 13F +1,570 shares

    0.01% of the 13F portfolio, value $348,000.

    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 94 shares
    Change vs previous 13F -2,776 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 2,870 shares
    Change vs previous 13F +2,771 shares

    0.02% of the 13F portfolio, value $439,000.

    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 99 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,390.

    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).