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Disclosery

CX Institutional: IWD position timeline

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

CX Institutional held 122,927 IWD 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 122,927 shares
    Change vs previous 13F +4,673 shares

    0.83% of the 13F portfolio, value $30,477,000.

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

  2. period ended2026-06-30
    13F 118,254 shares
    Change vs previous 13F -2,686 shares

    0.83% of the 13F portfolio, value $28,668,000.

    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 120,940 shares
    Change vs previous 13F -115,307 shares

    0.79% of the 13F portfolio, value $25,841,000.

    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 236,247 shares
    Change vs previous 13F -5,300 shares

    1.48% of the 13F portfolio, value $49,692,000.

    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 241,547 shares
    Change vs previous 13F -20,477 shares

    1.49% of the 13F portfolio, value $49,177,000.

    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 262,024 shares
    Change vs previous 13F +36,838 shares

    1.77% of the 13F portfolio, value $50,893,000.

    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 225,186 shares
    Change vs previous 13F +31,560 shares

    1.6% of the 13F portfolio, value $42,371,000.

    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 193,626 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $35,846,073.

    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).