Skip to content
Disclosery

CX Institutional: SPBO position timeline

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

CX Institutional held 1,386,153 SPBO 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 1,386,153 shares
    Change vs previous 13F -709,518 shares

    1.03% of the 13F portfolio, value $38,105,000.

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

  2. period ended2026-06-30
    13F 2,095,671 shares
    Change vs previous 13F +42,638 shares

    1.76% of the 13F portfolio, value $60,858,000.

    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 2,053,033 shares
    Change vs previous 13F +41,733 shares

    1.82% of the 13F portfolio, value $59,600,000.

    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 2,011,300 shares
    Change vs previous 13F +5,851 shares

    1.76% of the 13F portfolio, value $59,012,000.

    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 2,005,449 shares
    Change vs previous 13F +326,927 shares

    1.8% of the 13F portfolio, value $59,421,000.

    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 1,678,522 shares
    Change vs previous 13F +5,287 shares

    1.71% of the 13F portfolio, value $49,046,000.

    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 1,673,235 shares
    Change vs previous 13F -103,594 shares

    1.83% of the 13F portfolio, value $48,574,000.

    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 1,776,829 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $50,888,387.

    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).