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Disclosery

CX Institutional: PEP position timeline

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

CX Institutional held 24,316 PEP 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 24,316 shares
    Change vs previous 13F +1,134 shares

    0.08% of the 13F portfolio, value $3,081,000.

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

  2. period ended2026-06-30
    13F 23,182 shares
    Change vs previous 13F -1,640 shares

    0.09% of the 13F portfolio, value $3,139,000.

    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 24,822 shares
    Change vs previous 13F -61,202 shares

    0.12% of the 13F portfolio, value $3,855,000.

    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 86,024 shares
    Change vs previous 13F +1,395 shares

    0.37% of the 13F portfolio, value $12,346,000.

    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 84,629 shares
    Change vs previous 13F +16,322 shares

    0.36% of the 13F portfolio, value $11,885,000.

    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 68,307 shares
    Change vs previous 13F -2,539 shares

    0.31% of the 13F portfolio, value $9,019,000.

    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 70,846 shares
    Change vs previous 13F +26,812 shares

    0.4% of the 13F portfolio, value $10,623,000.

    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 44,034 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,695,953.

    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).