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Disclosery

CX Institutional: USMV position timeline

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

CX Institutional held 32,577 USMV 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 32,577 shares
    Change vs previous 13F -264 shares

    0.09% of the 13F portfolio, value $3,174,000.

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

  2. period ended2026-06-30
    13F 32,841 shares
    Change vs previous 13F -893 shares

    0.09% of the 13F portfolio, value $3,168,000.

    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 33,734 shares
    Change vs previous 13F -1,656 shares

    0.1% of the 13F portfolio, value $3,129,000.

    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 35,390 shares
    Change vs previous 13F -772 shares

    0.1% of the 13F portfolio, value $3,332,000.

    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 36,162 shares
    Change vs previous 13F +640 shares

    0.1% of the 13F portfolio, value $3,440,000.

    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 35,522 shares
    Change vs previous 13F -1,235 shares

    0.12% of the 13F portfolio, value $3,334,000.

    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 36,757 shares
    Change vs previous 13F -1,840 shares

    0.13% of the 13F portfolio, value $3,443,000.

    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 38,597 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,427,096.

    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).