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Disclosery

CX Institutional: MA position timeline

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

CX Institutional held 27,693 MA 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 27,693 shares
    Change vs previous 13F +1,128 shares

    0.41% of the 13F portfolio, value $15,272,000.

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

  2. period ended2026-06-30
    13F 26,565 shares
    Change vs previous 13F +2,857 shares

    0.39% of the 13F portfolio, value $13,644,000.

    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 23,708 shares
    Change vs previous 13F +912 shares

    0.36% of the 13F portfolio, value $11,846,000.

    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 22,796 shares
    Change vs previous 13F +1,511 shares

    0.39% of the 13F portfolio, value $13,014,000.

    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 21,285 shares
    Change vs previous 13F +10,889 shares

    0.37% of the 13F portfolio, value $12,107,000.

    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 10,396 shares
    Change vs previous 13F -8,697 shares

    0.2% of the 13F portfolio, value $5,842,000.

    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 19,093 shares
    Change vs previous 13F +9,460 shares

    0.4% of the 13F portfolio, value $10,465,000.

    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 9,633 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,072,479.

    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).