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Disclosery

CX Institutional: IVV position timeline

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

CX Institutional held 34,570 IVV 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 34,570 shares
    Change vs previous 13F -712 shares

    0.72% of the 13F portfolio, value $26,476,000.

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

  2. period ended2026-06-30
    13F 35,282 shares
    Change vs previous 13F -58,073 shares

    0.76% of the 13F portfolio, value $26,422,000.

    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 93,355 shares
    Change vs previous 13F +1,513 shares

    1.86% of the 13F portfolio, value $60,980,000.

    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 91,842 shares
    Change vs previous 13F +163 shares

    1.88% of the 13F portfolio, value $62,907,000.

    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 91,679 shares
    Change vs previous 13F +451 shares

    1.86% of the 13F portfolio, value $61,361,000.

    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 91,228 shares
    Change vs previous 13F -1,408 shares

    1.98% of the 13F portfolio, value $56,644,000.

    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 92,636 shares
    Change vs previous 13F -379 shares

    1.96% of the 13F portfolio, value $52,052,000.

    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 93,015 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $54,756,392.

    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).