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Disclosery

CX Institutional: IUSG position timeline

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

CX Institutional held 159,903 IUSG 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 159,903 shares
    Change vs previous 13F +5,425 shares

    0.84% of the 13F portfolio, value $30,981,000.

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

  2. period ended2026-06-30
    13F 154,478 shares
    Change vs previous 13F -12,246 shares

    0.84% of the 13F portfolio, value $29,056,000.

    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 166,724 shares
    Change vs previous 13F -176,853 shares

    0.79% of the 13F portfolio, value $25,861,000.

    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 343,577 shares
    Change vs previous 13F -13,995 shares

    1.72% of the 13F portfolio, value $57,700,000.

    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 357,572 shares
    Change vs previous 13F -102,903 shares

    1.79% of the 13F portfolio, value $58,835,000.

    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 460,475 shares
    Change vs previous 13F +53,301 shares

    2.42% of the 13F portfolio, value $69,255,000.

    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 407,174 shares
    Change vs previous 13F +112,903 shares

    1.95% of the 13F portfolio, value $51,744,000.

    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 294,271 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $41,006,669.

    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).