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Disclosery

CX Institutional: PSA position timeline

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

CX Institutional held 1,715 PSA 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 1,715 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $485,000.

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

  2. period ended2026-06-30
    13F 1,829 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $582,000.

    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 1,640 shares
    Change vs previous 13F +48 shares

    0.01% of the 13F portfolio, value $444,000.

    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 1,592 shares
    Change vs previous 13F -492 shares

    0.01% of the 13F portfolio, value $413,000.

    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 2,084 shares
    Change vs previous 13F +615 shares

    0.02% of the 13F portfolio, value $602,000.

    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 1,469 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $431,000.

    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 1,454 shares
    Change vs previous 13F +188 shares

    0.02% of the 13F portfolio, value $435,000.

    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 1,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $379,133.

    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).