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Disclosery

CX Institutional: TAXF position timeline

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

CX Institutional held 358,295 TAXF 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 358,295 shares
    Change vs previous 13F -70,009 shares

    0.46% of the 13F portfolio, value $16,978,000.

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

  2. period ended2026-06-30
    13F 428,304 shares
    Change vs previous 13F +20,819 shares

    0.63% of the 13F portfolio, value $21,773,000.

    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 407,485 shares
    Change vs previous 13F +7,137 shares

    0.62% of the 13F portfolio, value $20,395,000.

    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 400,348 shares
    Change vs previous 13F +6,643 shares

    0.6% of the 13F portfolio, value $20,170,000.

    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 393,705 shares
    Change vs previous 13F +101,677 shares

    0.6% of the 13F portfolio, value $19,776,000.

    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 292,028 shares
    Change vs previous 13F -345,695 shares

    0.5% of the 13F portfolio, value $14,289,000.

    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 637,723 shares
    Change vs previous 13F +18,960 shares

    1.19% of the 13F portfolio, value $31,555,000.

    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 618,763 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $31,024,794.

    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).