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Disclosery

CX Institutional: SUB position timeline

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

CX Institutional held 599,280 SUB 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 599,280 shares
    Change vs previous 13F +478,996 shares

    1.7% of the 13F portfolio, value $62,649,000.

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

  2. period ended2026-06-30
    13F 120,284 shares
    Change vs previous 13F +117,626 shares

    0.37% of the 13F portfolio, value $12,807,000.

    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 2,658 shares
    Change vs previous 13F -8,193 shares

    0.01% of the 13F portfolio, value $283,000.

    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 10,851 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $1,158,000.

    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 10,521 shares
    Change vs previous 13F +1,733 shares

    0.03% of the 13F portfolio, value $1,123,000.

    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 8,788 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $935,000.

    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 8,788 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $928,000.

    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).