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Disclosery

CX Institutional: PBW position timeline

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

CX Institutional held 8,499 PBW 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 8,499 shares
    Change vs previous 13F -133 shares

    0.01% of the 13F portfolio, value $247,000.

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

  2. period ended2026-06-30
    13F 8,632 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $337,000.

    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 8,585 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $271,000.

    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 8,785 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $268,000.

    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 8,787 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $254,000.

    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 8,935 shares
    Change vs previous 13F -37,677 shares

    0.01% of the 13F portfolio, value $178,000.

    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 46,612 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $734,000.

    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).