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Disclosery

CX Institutional: SMCI position timeline

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

CX Institutional held 7,928 SMCI 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 7,928 shares
    Change vs previous 13F -12,115 shares

    0.01% of the 13F portfolio, value $326,000.

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

  2. period ended2026-06-30
    13F 20,043 shares
    Change vs previous 13F +14,218 shares

    0.02% of the 13F portfolio, value $588,000.

    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 5,825 shares
    Change vs previous 13F -3,046 shares

    <0.01% of the 13F portfolio, value $133,000.

    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 8,871 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $260,000.

    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 8,659 shares
    Change vs previous 13F +1,850 shares

    0.01% of the 13F portfolio, value $415,000.

    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 6,809 shares
    Change vs previous 13F +3,784 shares

    0.01% of the 13F portfolio, value $334,000.

    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 3,025 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,000.

    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).