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Disclosery

CX Institutional: QQQ position timeline

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

CX Institutional held 4,844 QQQ 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 4,844 shares
    Change vs previous 13F +688 shares

    0.1% of the 13F portfolio, value $3,583,000.

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

  2. period ended2026-06-30
    13F 4,156 shares
    Change vs previous 13F +1,323 shares

    0.09% of the 13F portfolio, value $3,060,000.

    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 2,833 shares
    Change vs previous 13F -438 shares

    0.05% of the 13F portfolio, value $1,635,000.

    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 3,271 shares
    Change vs previous 13F +249 shares

    0.06% of the 13F portfolio, value $2,009,000.

    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 3,022 shares
    Change vs previous 13F +934 shares

    0.06% of the 13F portfolio, value $1,814,000.

    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 2,088 shares
    Change vs previous 13F -1,372 shares

    0.04% of the 13F portfolio, value $1,152,000.

    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 3,460 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $1,622,000.

    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 3,497 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,787,771.

    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).