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Disclosery

CX Institutional: TFI position timeline

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

CX Institutional held 40,568 TFI 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 40,568 shares
    Change vs previous 13F -46,914 shares

    0.05% of the 13F portfolio, value $1,735,000.

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

  2. period ended2026-06-30
    13F 87,482 shares
    Change vs previous 13F +43,350 shares

    0.12% of the 13F portfolio, value $4,007,000.

    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 44,132 shares
    Change vs previous 13F -43,675 shares

    0.06% of the 13F portfolio, value $2,001,000.

    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 87,807 shares
    Change vs previous 13F +16,479 shares

    0.12% of the 13F portfolio, value $4,014,000.

    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 71,328 shares
    Change vs previous 13F +40,836 shares

    0.1% of the 13F portfolio, value $3,250,000.

    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 30,492 shares
    Change vs previous 13F -29,653 shares

    0.05% of the 13F portfolio, value $1,362,000.

    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 60,145 shares
    Change vs previous 13F +55,839 shares

    0.1% of the 13F portfolio, value $2,711,000.

    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 4,306 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,440.

    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).