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Disclosery

CX Institutional: IYZ position timeline

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

CX Institutional held 2,713 IYZ 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 2,713 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $112,000.

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

  2. period ended2026-06-30
    13F 2,694 shares
    Change vs previous 13F -11,436 shares

    <0.01% of the 13F portfolio, value $114,000.

    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 14,130 shares
    Change vs previous 13F +4,254 shares

    0.02% of the 13F portfolio, value $556,000.

    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 9,876 shares
    Change vs previous 13F +2,485 shares

    0.01% of the 13F portfolio, value $335,000.

    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 7,391 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $238,000.

    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 7,373 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $220,000.

    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 8,266 shares
    Change vs previous 13F +256 shares

    0.01% of the 13F portfolio, value $226,000.

    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 8,010 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,921.

    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).