Skip to content
Disclosery

CX Institutional: IYH position timeline

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

CX Institutional held 240 IYH 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 240 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $17,000.

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

  2. period ended2026-06-30
    13F 260 shares
    Change vs previous 13F -11,347 shares

    <0.01% of the 13F portfolio, value $17,000.

    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 11,607 shares
    Change vs previous 13F +9,655 shares

    0.02% of the 13F portfolio, value $715,000.

    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 1,952 shares
    Change vs previous 13F +1,920 shares

    <0.01% of the 13F portfolio, value $127,000.

    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 32 shares
    Change vs previous 13F -1,685 shares

    <0.01% of the 13F portfolio, value $2,000.

    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 1,717 shares
    Change vs previous 13F +1,179 shares

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

    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 538 shares
    Change vs previous 13F -14,063 shares

    <0.01% of the 13F portfolio, value $33,000.

    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 14,601 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $850,800.

    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).