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CX Institutional: IVE position timeline

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

CX Institutional held 215,726 IVE 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 215,726 shares
    Change vs previous 13F +14,951 shares

    1.33% of the 13F portfolio, value $49,246,000.

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

  2. period ended2026-06-30
    13F 200,775 shares
    Change vs previous 13F -8,131 shares

    1.32% of the 13F portfolio, value $45,588,000.

    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 208,906 shares
    Change vs previous 13F -103,170 shares

    1.35% of the 13F portfolio, value $44,110,000.

    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 312,076 shares
    Change vs previous 13F -892 shares

    1.97% of the 13F portfolio, value $66,182,000.

    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 312,968 shares
    Change vs previous 13F -15,603 shares

    1.96% of the 13F portfolio, value $64,631,000.

    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 328,571 shares
    Change vs previous 13F +46,928 shares

    2.24% of the 13F portfolio, value $64,209,000.

    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 281,643 shares
    Change vs previous 13F +49,292 shares

    2.03% of the 13F portfolio, value $53,676,000.

    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 232,351 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $44,351,221.

    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).