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Disclosery

CX Institutional: WDC position timeline

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

CX Institutional held 5,411 WDC 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 5,411 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $2,459,000.

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

  2. period ended2026-06-30
    13F 5,418 shares
    Change vs previous 13F -162 shares

    0.1% of the 13F portfolio, value $3,461,000.

    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 5,580 shares
    Change vs previous 13F -93 shares

    0.05% of the 13F portfolio, value $1,509,000.

    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 5,673 shares
    Change vs previous 13F -48 shares

    0.03% of the 13F portfolio, value $977,000.

    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 5,721 shares
    Change vs previous 13F +45 shares

    0.02% of the 13F portfolio, value $687,000.

    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 5,676 shares
    Change vs previous 13F +2,487 shares

    0.01% of the 13F portfolio, value $363,000.

    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 3,189 shares
    Change vs previous 13F -444 shares

    <0.01% of the 13F portfolio, value $129,000.

    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 3,633 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,636.

    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).