Skip to content
Disclosery

CX Institutional: PM position timeline

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

CX Institutional held 10,103 PM 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 10,103 shares
    Change vs previous 13F +648 shares

    0.05% of the 13F portfolio, value $1,928,000.

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

  2. period ended2026-06-30
    13F 9,455 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $1,710,000.

    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 9,384 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $1,552,000.

    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 9,348 shares
    Change vs previous 13F -783 shares

    0.04% of the 13F portfolio, value $1,499,000.

    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 10,131 shares
    Change vs previous 13F +1,575 shares

    0.05% of the 13F portfolio, value $1,643,000.

    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 8,556 shares
    Change vs previous 13F -337 shares

    0.05% of the 13F portfolio, value $1,558,000.

    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 8,893 shares
    Change vs previous 13F +373 shares

    0.05% of the 13F portfolio, value $1,412,000.

    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 8,520 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,025,405.

    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).