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Disclosery

CX Institutional: IVW position timeline

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

CX Institutional held 149,008 IVW 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 149,008 shares
    Change vs previous 13F +14,261 shares

    0.57% of the 13F portfolio, value $21,198,000.

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

  2. period ended2026-06-30
    13F 134,747 shares
    Change vs previous 13F +6,544 shares

    0.53% of the 13F portfolio, value $18,532,000.

    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 128,203 shares
    Change vs previous 13F +15,340 shares

    0.44% of the 13F portfolio, value $14,501,000.

    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 112,863 shares
    Change vs previous 13F +3,312 shares

    0.41% of the 13F portfolio, value $13,911,000.

    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 109,551 shares
    Change vs previous 13F -7,839 shares

    0.4% of the 13F portfolio, value $13,225,000.

    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 117,390 shares
    Change vs previous 13F -209 shares

    0.45% of the 13F portfolio, value $12,925,000.

    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 117,599 shares
    Change vs previous 13F +4,876 shares

    0.41% of the 13F portfolio, value $10,917,000.

    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 112,723 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,444,766.

    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).