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CX Institutional: VOT position timeline

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

CX Institutional held 17,253 VOT 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 17,253 shares
    Change vs previous 13F +1,329 shares

    0.14% of the 13F portfolio, value $5,040,000.

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

  2. period ended2026-06-30
    13F 15,924 shares
    Change vs previous 13F -299 shares

    0.14% of the 13F portfolio, value $4,878,000.

    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 16,223 shares
    Change vs previous 13F -13,840 shares

    0.13% of the 13F portfolio, value $4,175,000.

    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 30,063 shares
    Change vs previous 13F +489 shares

    0.25% of the 13F portfolio, value $8,392,000.

    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 29,574 shares
    Change vs previous 13F -320 shares

    0.26% of the 13F portfolio, value $8,688,000.

    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 29,894 shares
    Change vs previous 13F +3,240 shares

    0.3% of the 13F portfolio, value $8,501,000.

    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 26,654 shares
    Change vs previous 13F +2,161 shares

    0.25% of the 13F portfolio, value $6,521,000.

    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 24,493 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,215,352.

    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).