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Disclosery

CX Institutional: V position timeline

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

CX Institutional held 33,349 V 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 33,349 shares
    Change vs previous 13F -60,520 shares

    0.32% of the 13F portfolio, value $11,983,000.

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

  2. period ended2026-06-30
    13F 93,869 shares
    Change vs previous 13F +6,302 shares

    0.93% of the 13F portfolio, value $32,205,000.

    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 87,567 shares
    Change vs previous 13F +19,283 shares

    0.81% of the 13F portfolio, value $26,466,000.

    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 68,284 shares
    Change vs previous 13F +3,001 shares

    0.71% of the 13F portfolio, value $23,948,000.

    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 65,283 shares
    Change vs previous 13F +3,523 shares

    0.68% of the 13F portfolio, value $22,286,000.

    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 61,760 shares
    Change vs previous 13F +1,972 shares

    0.76% of the 13F portfolio, value $21,928,000.

    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 59,788 shares
    Change vs previous 13F +7,821 shares

    0.79% of the 13F portfolio, value $20,953,000.

    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 51,967 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $16,423,936.

    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).