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Disclosery

CX Institutional: MUB position timeline

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

CX Institutional held 253,468 MUB 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 253,468 shares
    Change vs previous 13F +16,427 shares

    0.69% of the 13F portfolio, value $25,626,000.

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

  2. period ended2026-06-30
    13F 237,041 shares
    Change vs previous 13F -11,965 shares

    0.74% of the 13F portfolio, value $25,510,000.

    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 249,006 shares
    Change vs previous 13F +8,668 shares

    0.81% of the 13F portfolio, value $26,432,000.

    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 240,338 shares
    Change vs previous 13F +5,332 shares

    0.77% of the 13F portfolio, value $25,743,000.

    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 235,006 shares
    Change vs previous 13F +97,181 shares

    0.76% of the 13F portfolio, value $25,026,000.

    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 137,825 shares
    Change vs previous 13F -136,892 shares

    0.5% of the 13F portfolio, value $14,400,000.

    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 274,717 shares
    Change vs previous 13F +53,575 shares

    1.09% of the 13F portfolio, value $28,966,000.

    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 221,142 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $23,562,692.

    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).