Skip to content
Disclosery

CX Institutional: PFG position timeline

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

CX Institutional held 2,851 PFG 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 2,851 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $319,000.

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

  2. period ended2026-06-30
    13F 2,808 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $303,000.

    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 2,756 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $248,000.

    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 3,023 shares
    Change vs previous 13F +205 shares

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

    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 2,818 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $234,000.

    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 2,623 shares
    Change vs previous 13F +395 shares

    0.01% of the 13F portfolio, value $208,000.

    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 2,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $188,000.

    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).