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Disclosery

CX Institutional: VT position timeline

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

CX Institutional held 15,471 VT 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 15,471 shares
    Change vs previous 13F +246 shares

    0.07% of the 13F portfolio, value $2,442,000.

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

  2. period ended2026-06-30
    13F 15,225 shares
    Change vs previous 13F -1,608 shares

    0.07% of the 13F portfolio, value $2,389,000.

    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 16,833 shares
    Change vs previous 13F -196 shares

    0.07% of the 13F portfolio, value $2,328,000.

    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 17,029 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $2,402,000.

    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 16,949 shares
    Change vs previous 13F +294 shares

    0.07% of the 13F portfolio, value $2,336,000.

    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 16,655 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $2,140,000.

    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 16,654 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $1,931,000.

    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 16,653 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,956,503.

    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).