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Disclosery

CX Institutional: SMMD position timeline

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

CX Institutional held 70,626 SMMD 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 70,626 shares
    Change vs previous 13F +1,469 shares

    0.16% of the 13F portfolio, value $6,040,000.

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

  2. period ended2026-06-30
    13F 69,157 shares
    Change vs previous 13F -549 shares

    0.18% of the 13F portfolio, value $6,337,000.

    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 69,706 shares
    Change vs previous 13F +2,706 shares

    0.16% of the 13F portfolio, value $5,322,000.

    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 67,000 shares
    Change vs previous 13F +3,494 shares

    0.15% of the 13F portfolio, value $5,021,000.

    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 63,506 shares
    Change vs previous 13F +1,376 shares

    0.14% of the 13F portfolio, value $4,682,000.

    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 62,130 shares
    Change vs previous 13F +12,922 shares

    0.15% of the 13F portfolio, value $4,211,000.

    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 49,208 shares
    Change vs previous 13F +15,754 shares

    0.12% of the 13F portfolio, value $3,077,000.

    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 33,454 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,274,933.

    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).