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Disclosery

CX Institutional: O position timeline

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

CX Institutional held 6,568 O 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 6,568 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $357,000.

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

  2. period ended2026-06-30
    13F 6,852 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $425,000.

    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 6,703 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $410,000.

    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 7,268 shares
    Change vs previous 13F -2,617 shares

    0.01% of the 13F portfolio, value $410,000.

    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 9,885 shares
    Change vs previous 13F +5,251 shares

    0.02% of the 13F portfolio, value $601,000.

    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 4,634 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $267,000.

    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 4,566 shares
    Change vs previous 13F +4,566 shares

    0.01% of the 13F portfolio, value $265,000.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.