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Disclosery

CX Institutional: JAAA position timeline

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

CX Institutional held 585,687 JAAA 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 585,687 shares
    Change vs previous 13F -83,132 shares

    0.8% of the 13F portfolio, value $29,560,000.

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

  2. period ended2026-06-30
    13F 668,819 shares
    Change vs previous 13F +8,968 shares

    0.97% of the 13F portfolio, value $33,769,000.

    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 659,851 shares
    Change vs previous 13F +10,004 shares

    1.01% of the 13F portfolio, value $33,237,000.

    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 649,847 shares
    Change vs previous 13F +6,660 shares

    0.98% of the 13F portfolio, value $32,869,000.

    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 643,187 shares
    Change vs previous 13F +37,124 shares

    0.99% of the 13F portfolio, value $32,661,000.

    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 606,063 shares
    Change vs previous 13F -544,345 shares

    1.07% of the 13F portfolio, value $30,758,000.

    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 1,150,408 shares
    Change vs previous 13F +66,706 shares

    2.2% of the 13F portfolio, value $58,337,000.

    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 1,083,702 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $54,954,576.

    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).