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Disclosery

CX Institutional: SEM position timeline

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

CX Institutional held 0 SEM 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 0 shares
    Change vs previous 13F -1,221 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 1,221 shares
    Change vs previous 13F -1,862 shares

    <0.01% of the 13F portfolio, value $20,000.

    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 3,083 shares
    Change vs previous 13F -1,406 shares

    <0.01% of the 13F portfolio, value $50,000.

    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 4,489 shares
    Change vs previous 13F -3,186 shares

    <0.01% of the 13F portfolio, value $67,000.

    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 7,675 shares
    Change vs previous 13F -87,668 shares

    <0.01% of the 13F portfolio, value $99,000.

    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 95,343 shares
    Change vs previous 13F +47,515 shares

    0.05% of the 13F portfolio, value $1,447,000.

    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 47,828 shares
    Change vs previous 13F +9,924 shares

    0.03% of the 13F portfolio, value $799,000.

    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 37,904 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $714,492.

    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).