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Disclosery

CX Institutional: VB position timeline

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

CX Institutional held 162,723 VB 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 162,723 shares
    Change vs previous 13F -5,347 shares

    1.25% of the 13F portfolio, value $46,293,000.

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

  2. period ended2026-06-30
    13F 168,070 shares
    Change vs previous 13F -9,094 shares

    1.47% of the 13F portfolio, value $50,945,000.

    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 177,164 shares
    Change vs previous 13F -56,483 shares

    1.42% of the 13F portfolio, value $46,403,000.

    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 233,647 shares
    Change vs previous 13F -4,279 shares

    1.8% of the 13F portfolio, value $60,269,000.

    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 237,926 shares
    Change vs previous 13F +30,734 shares

    1.84% of the 13F portfolio, value $60,500,000.

    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 207,192 shares
    Change vs previous 13F -19,022 shares

    1.71% of the 13F portfolio, value $49,100,000.

    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 226,214 shares
    Change vs previous 13F +46,334 shares

    1.89% of the 13F portfolio, value $50,163,000.

    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 179,880 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $43,221,721.

    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).