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Disclosery

CX Institutional: IWF position timeline

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

CX Institutional held 244,028 IWF 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 244,028 shares
    Change vs previous 13F +8,008 shares

    0.83% of the 13F portfolio, value $30,567,000.

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

  2. period ended2026-06-30
    13F 236,020 shares
    Change vs previous 13F +175,269 shares

    0.85% of the 13F portfolio, value $29,307,000.

    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 60,751 shares
    Change vs previous 13F -61,538 shares

    0.79% of the 13F portfolio, value $25,904,000.

    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 122,289 shares
    Change vs previous 13F -4,359 shares

    1.73% of the 13F portfolio, value $57,879,000.

    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 126,648 shares
    Change vs previous 13F -30,799 shares

    1.8% of the 13F portfolio, value $59,323,000.

    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 157,447 shares
    Change vs previous 13F +14,763 shares

    2.33% of the 13F portfolio, value $66,849,000.

    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 142,684 shares
    Change vs previous 13F +40,504 shares

    1.94% of the 13F portfolio, value $51,522,000.

    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 102,180 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $41,033,839.

    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).