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Disclosery

CX Institutional: IYF position timeline

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

CX Institutional held 20,255 IYF 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 20,255 shares
    Change vs previous 13F +98 shares

    0.07% of the 13F portfolio, value $2,545,000.

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

  2. period ended2026-06-30
    13F 20,157 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $2,570,000.

    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 20,140 shares
    Change vs previous 13F +163 shares

    0.07% of the 13F portfolio, value $2,370,000.

    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 19,977 shares
    Change vs previous 13F +799 shares

    0.08% of the 13F portfolio, value $2,576,000.

    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 19,178 shares
    Change vs previous 13F -2,737 shares

    0.07% of the 13F portfolio, value $2,429,000.

    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 21,915 shares
    Change vs previous 13F -25,170 shares

    0.09% of the 13F portfolio, value $2,652,000.

    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 47,085 shares
    Change vs previous 13F +23,890 shares

    0.2% of the 13F portfolio, value $5,314,000.

    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 23,195 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,564,922.

    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).