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Disclosery

CX Institutional: MSFT position timeline

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

CX Institutional held 121,105 MSFT 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 121,105 shares
    Change vs previous 13F +2,374 shares

    1.68% of the 13F portfolio, value $62,115,000.

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

  2. period ended2026-06-30
    13F 118,731 shares
    Change vs previous 13F -2,831 shares

    1.28% of the 13F portfolio, value $44,289,000.

    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 121,562 shares
    Change vs previous 13F +12,362 shares

    1.37% of the 13F portfolio, value $44,999,000.

    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 109,200 shares
    Change vs previous 13F -2,746 shares

    1.58% of the 13F portfolio, value $52,811,000.

    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 111,946 shares
    Change vs previous 13F +19,566 shares

    1.76% of the 13F portfolio, value $57,983,000.

    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 92,380 shares
    Change vs previous 13F +8,204 shares

    1.6% of the 13F portfolio, value $45,951,000.

    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 84,176 shares
    Change vs previous 13F +5,774 shares

    1.19% of the 13F portfolio, value $31,599,000.

    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 78,402 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $33,046,776.

    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).