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CX Institutional: SPEM position timeline

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

CX Institutional held 135,530 SPEM 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 135,530 shares
    Change vs previous 13F -2,465 shares

    0.19% of the 13F portfolio, value $7,015,000.

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

  2. period ended2026-06-30
    13F 137,995 shares
    Change vs previous 13F +2,704 shares

    0.21% of the 13F portfolio, value $7,145,000.

    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 135,291 shares
    Change vs previous 13F -2,346 shares

    0.19% of the 13F portfolio, value $6,346,000.

    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 137,637 shares
    Change vs previous 13F -3,228 shares

    0.19% of the 13F portfolio, value $6,443,000.

    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 140,865 shares
    Change vs previous 13F -7,780 shares

    0.2% of the 13F portfolio, value $6,594,000.

    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 148,645 shares
    Change vs previous 13F +4,250 shares

    0.22% of the 13F portfolio, value $6,353,000.

    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 144,395 shares
    Change vs previous 13F +23,739 shares

    0.21% of the 13F portfolio, value $5,685,000.

    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 120,656 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,629,591.

    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).