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Disclosery

CX Institutional: SPYV position timeline

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

CX Institutional held 489,362 SPYV 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 489,362 shares
    Change vs previous 13F +181,461 shares

    0.81% of the 13F portfolio, value $29,915,000.

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

  2. period ended2026-06-30
    13F 307,901 shares
    Change vs previous 13F +845 shares

    0.54% of the 13F portfolio, value $18,717,000.

    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 307,056 shares
    Change vs previous 13F -20,235 shares

    0.53% of the 13F portfolio, value $17,373,000.

    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 327,291 shares
    Change vs previous 13F +6,547 shares

    0.55% of the 13F portfolio, value $18,593,000.

    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 320,744 shares
    Change vs previous 13F +16,018 shares

    0.54% of the 13F portfolio, value $17,747,000.

    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 304,726 shares
    Change vs previous 13F +46,074 shares

    0.56% of the 13F portfolio, value $15,949,000.

    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 258,652 shares
    Change vs previous 13F -11,314 shares

    0.5% of the 13F portfolio, value $13,209,000.

    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 269,966 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $13,806,092.

    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).