Skip to content
Disclosery

CX Institutional: SPDW position timeline

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

CX Institutional held 4,430 SPDW 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 4,430 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $222,000.

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

  2. period ended2026-06-30
    13F 4,430 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $223,000.

    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 4,367 shares
    Change vs previous 13F -1,385 shares

    0.01% of the 13F portfolio, value $199,000.

    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 5,752 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $255,000.

    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 5,667 shares
    Change vs previous 13F +115 shares

    0.01% of the 13F portfolio, value $242,000.

    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 5,552 shares
    Change vs previous 13F -2,805 shares

    0.01% of the 13F portfolio, value $225,000.

    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 8,357 shares
    Change vs previous 13F -4,185 shares

    0.01% of the 13F portfolio, value $304,000.

    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 12,542 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $428,058.

    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).