Skip to content
Disclosery

CX Institutional: IWS position timeline

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

CX Institutional held 601 IWS 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 601 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $97,000.

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

  2. period ended2026-06-30
    13F 599 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $99,000.

    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 737 shares
    Change vs previous 13F -142 shares

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

    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 879 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $124,000.

    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 1,007 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $141,000.

    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).