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Disclosery

CX Institutional: ITM position timeline

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

CX Institutional held 572,494 ITM 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 572,494 shares
    Change vs previous 13F +39,346 shares

    0.68% of the 13F portfolio, value $25,190,000.

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

  2. period ended2026-06-30
    13F 533,148 shares
    Change vs previous 13F -424,373 shares

    0.72% of the 13F portfolio, value $25,053,000.

    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 957,521 shares
    Change vs previous 13F +22,853 shares

    1.36% of the 13F portfolio, value $44,458,000.

    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 934,668 shares
    Change vs previous 13F +16,954 shares

    1.31% of the 13F portfolio, value $44,079,000.

    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 917,714 shares
    Change vs previous 13F +196,693 shares

    1.3% of the 13F portfolio, value $42,765,000.

    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 721,021 shares
    Change vs previous 13F -28,478 shares

    1.14% of the 13F portfolio, value $32,785,000.

    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 749,499 shares
    Change vs previous 13F +11,142 shares

    1.29% of the 13F portfolio, value $34,110,000.

    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 738,357 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $34,038,280.

    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).