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Disclosery

CX Institutional: KWR position timeline

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

CX Institutional held 22 KWR 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 22 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $4,000.

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

  2. period ended2026-06-30
    13F 26 shares
    Change vs previous 13F -132 shares

    <0.01% of the 13F portfolio, value $4,000.

    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 158 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $20,000.

    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 331 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $45,000.

    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 673 shares
    Change vs previous 13F -58,919 shares

    <0.01% of the 13F portfolio, value $89,000.

    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 59,592 shares
    Change vs previous 13F +38,596 shares

    0.23% of the 13F portfolio, value $6,671,000.

    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 20,996 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,595,000.

    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).