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Disclosery

CX Institutional: SDY position timeline

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

CX Institutional held 79,132 SDY 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 79,132 shares
    Change vs previous 13F +5,101 shares

    0.31% of the 13F portfolio, value $11,591,000.

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

  2. period ended2026-06-30
    13F 74,031 shares
    Change vs previous 13F +2,151 shares

    0.33% of the 13F portfolio, value $11,266,000.

    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 71,880 shares
    Change vs previous 13F -913 shares

    0.32% of the 13F portfolio, value $10,490,000.

    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 72,793 shares
    Change vs previous 13F -746 shares

    0.3% of the 13F portfolio, value $10,130,000.

    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 73,539 shares
    Change vs previous 13F +4,009 shares

    0.31% of the 13F portfolio, value $10,299,000.

    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 69,530 shares
    Change vs previous 13F +2,411 shares

    0.33% of the 13F portfolio, value $9,437,000.

    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 67,119 shares
    Change vs previous 13F -4,432 shares

    0.34% of the 13F portfolio, value $9,107,000.

    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 71,551 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,452,008.

    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).