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Disclosery

CX Institutional: SPTI position timeline

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

CX Institutional held 2,308,448 SPTI 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 2,308,448 shares
    Change vs previous 13F +458,825 shares

    1.71% of the 13F portfolio, value $62,974,000.

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

  2. period ended2026-06-30
    13F 1,849,623 shares
    Change vs previous 13F -966,081 shares

    1.52% of the 13F portfolio, value $52,511,000.

    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 2,815,704 shares
    Change vs previous 13F +63,583 shares

    2.46% of the 13F portfolio, value $80,698,000.

    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 2,752,121 shares
    Change vs previous 13F +65,099 shares

    2.37% of the 13F portfolio, value $79,371,000.

    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 2,687,022 shares
    Change vs previous 13F +2,667,815 shares

    2.36% of the 13F portfolio, value $77,655,000.

    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 19,207 shares
    Change vs previous 13F -2,024,419 shares

    0.02% of the 13F portfolio, value $553,000.

    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 2,043,626 shares
    Change vs previous 13F -143,177 shares

    2.2% of the 13F portfolio, value $58,407,000.

    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 2,186,803 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $60,968,092.

    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).