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Disclosery

CX Institutional: SHM position timeline

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

CX Institutional held 105,666 SHM 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 105,666 shares
    Change vs previous 13F -1,015,896 shares

    0.13% of the 13F portfolio, value $4,929,000.

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

  2. period ended2026-06-30
    13F 1,121,562 shares
    Change vs previous 13F +8,717 shares

    1.55% of the 13F portfolio, value $53,796,000.

    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 1,112,845 shares
    Change vs previous 13F +54,790 shares

    1.62% of the 13F portfolio, value $53,227,000.

    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 1,058,055 shares
    Change vs previous 13F +20,504 shares

    1.51% of the 13F portfolio, value $50,776,000.

    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 1,037,551 shares
    Change vs previous 13F -652,852 shares

    1.52% of the 13F portfolio, value $50,031,000.

    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 1,690,403 shares
    Change vs previous 13F +1,458,661 shares

    2.82% of the 13F portfolio, value $80,852,000.

    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 231,742 shares
    Change vs previous 13F +2,481 shares

    0.42% of the 13F portfolio, value $11,031,000.

    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 229,261 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $10,864,683.

    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).