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Disclosery

CX Institutional: PTC position timeline

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

CX Institutional held 49,702 PTC 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 49,702 shares
    Change vs previous 13F +49,390 shares

    0.19% of the 13F portfolio, value $6,973,000.

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

  2. period ended2026-06-30
    13F 312 shares
    Change vs previous 13F -418 shares

    <0.01% of the 13F portfolio, value $35,000.

    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 730 shares
    Change vs previous 13F -209 shares

    <0.01% of the 13F portfolio, value $104,000.

    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 939 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $164,000.

    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 818 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $166,000.

    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 795 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $137,000.

    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 776 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $120,000.

    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).