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Disclosery

CX Institutional: QEFA position timeline

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

CX Institutional held 242,926 QEFA 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 242,926 shares
    Change vs previous 13F +23,808 shares

    0.64% of the 13F portfolio, value $23,693,000.

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

  2. period ended2026-06-30
    13F 219,118 shares
    Change vs previous 13F -102,297 shares

    0.61% of the 13F portfolio, value $21,039,000.

    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 321,415 shares
    Change vs previous 13F +129,367 shares

    0.91% of the 13F portfolio, value $29,978,000.

    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 192,048 shares
    Change vs previous 13F -9,060 shares

    0.52% of the 13F portfolio, value $17,413,000.

    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 201,108 shares
    Change vs previous 13F +61,066 shares

    0.54% of the 13F portfolio, value $17,679,000.

    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 140,042 shares
    Change vs previous 13F -38,487 shares

    0.42% of the 13F portfolio, value $11,951,000.

    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 178,529 shares
    Change vs previous 13F -25,374 shares

    0.53% of the 13F portfolio, value $14,096,000.

    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 203,903 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $14,785,008.

    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).