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CX Institutional: SHY position timeline

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

CX Institutional held 9,555 SHY 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 9,555 shares
    Change vs previous 13F -885,181 shares

    0.02% of the 13F portfolio, value $776,000.

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

  2. period ended2026-06-30
    13F 894,736 shares
    Change vs previous 13F +485,882 shares

    2.12% of the 13F portfolio, value $73,467,000.

    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 408,854 shares
    Change vs previous 13F +6,688 shares

    1.03% of the 13F portfolio, value $33,759,000.

    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 402,166 shares
    Change vs previous 13F +2,714 shares

    0.99% of the 13F portfolio, value $33,307,000.

    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 399,452 shares
    Change vs previous 13F +46,965 shares

    1.01% of the 13F portfolio, value $33,139,000.

    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 352,487 shares
    Change vs previous 13F +91,630 shares

    1.02% of the 13F portfolio, value $29,207,000.

    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 260,857 shares
    Change vs previous 13F -17,618 shares

    0.81% of the 13F portfolio, value $21,581,000.

    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 278,475 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $22,829,394.

    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).