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Disclosery

CX Institutional: SGOV position timeline

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

CX Institutional held 1,933,047 SGOV 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 1,933,047 shares
    Change vs previous 13F +85,768 shares

    5.27% of the 13F portfolio, value $194,619,000.

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

  2. period ended2026-06-30
    13F 1,847,279 shares
    Change vs previous 13F +699,472 shares

    5.37% of the 13F portfolio, value $185,966,000.

    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 1,147,807 shares
    Change vs previous 13F -134,092 shares

    3.52% of the 13F portfolio, value $115,538,000.

    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 1,281,899 shares
    Change vs previous 13F -145,234 shares

    3.84% of the 13F portfolio, value $128,677,000.

    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 1,427,133 shares
    Change vs previous 13F -118,655 shares

    4.36% of the 13F portfolio, value $143,712,000.

    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 1,545,788 shares
    Change vs previous 13F +1,103,475 shares

    5.43% of the 13F portfolio, value $155,645,000.

    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 442,313 shares
    Change vs previous 13F -280,352 shares

    1.68% of the 13F portfolio, value $44,528,000.

    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 722,665 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $72,497,790.

    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).