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Disclosery

CX Institutional: SDVY position timeline

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

CX Institutional held 137,094 SDVY 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 137,094 shares
    Change vs previous 13F +6,747 shares

    0.15% of the 13F portfolio, value $5,563,000.

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

  2. period ended2026-06-30
    13F 130,347 shares
    Change vs previous 13F +2,535 shares

    0.16% of the 13F portfolio, value $5,623,000.

    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 127,812 shares
    Change vs previous 13F -5,036 shares

    0.15% of the 13F portfolio, value $5,040,000.

    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 132,848 shares
    Change vs previous 13F +4,496 shares

    0.15% of the 13F portfolio, value $5,091,000.

    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 128,352 shares
    Change vs previous 13F -396 shares

    0.15% of the 13F portfolio, value $4,880,000.

    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 128,748 shares
    Change vs previous 13F +20,601 shares

    0.16% of the 13F portfolio, value $4,542,000.

    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 108,147 shares
    Change vs previous 13F +4,668 shares

    0.14% of the 13F portfolio, value $3,623,000.

    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 103,479 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,709,736.

    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).