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Disclosery

CX Institutional: IWB position timeline

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

CX Institutional held 257 IWB 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 257 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $107,000.

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

  2. period ended2026-06-30
    13F 256 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $105,000.

    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 257 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $91,000.

    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 324 shares
    Change vs previous 13F +70 shares

    <0.01% of the 13F portfolio, value $121,000.

    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 254 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $93,000.

    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 254 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $86,000.

    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 277 shares
    Change vs previous 13F -7,936 shares

    <0.01% of the 13F portfolio, value $85,000.

    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 8,213 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,645,900.

    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).