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Disclosery

CX Institutional: TER position timeline

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

CX Institutional held 3,323 TER 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 3,323 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $1,332,000.

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

  2. period ended2026-06-30
    13F 3,320 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $1,607,000.

    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 3,388 shares
    Change vs previous 13F -74 shares

    0.03% of the 13F portfolio, value $1,004,000.

    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 3,462 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $670,000.

    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 3,441 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $474,000.

    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 3,447 shares
    Change vs previous 13F +2,334 shares

    0.01% of the 13F portfolio, value $310,000.

    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 1,113 shares
    Change vs previous 13F -2,648 shares

    <0.01% of the 13F portfolio, value $92,000.

    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 3,761 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $473,602.

    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).