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Disclosery

CX Institutional: ITOT position timeline

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

CX Institutional held 3,579 ITOT 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 3,579 shares
    Change vs previous 13F -326 shares

    0.02% of the 13F portfolio, value $595,000.

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

  2. period ended2026-06-30
    13F 3,905 shares
    Change vs previous 13F -14 shares

    0.02% of the 13F portfolio, value $641,000.

    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 3,919 shares
    Change vs previous 13F -565 shares

    0.02% of the 13F portfolio, value $558,000.

    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 4,484 shares
    Change vs previous 13F -1,093 shares

    0.02% of the 13F portfolio, value $667,000.

    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 5,577 shares
    Change vs previous 13F +1,557 shares

    0.02% of the 13F portfolio, value $812,000.

    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 4,020 shares
    Change vs previous 13F +1 shares

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

    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 4,019 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $490,000.

    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).