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Disclosery

CX Institutional: WM position timeline

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

CX Institutional held 3,157 WM 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 3,157 shares
    Change vs previous 13F -364 shares

    0.02% of the 13F portfolio, value $644,000.

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

  2. period ended2026-06-30
    13F 3,521 shares
    Change vs previous 13F -4,587 shares

    0.02% of the 13F portfolio, value $785,000.

    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 8,108 shares
    Change vs previous 13F -33,584 shares

    0.06% of the 13F portfolio, value $1,863,000.

    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 41,692 shares
    Change vs previous 13F +25,448 shares

    0.27% of the 13F portfolio, value $9,160,000.

    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 16,244 shares
    Change vs previous 13F -467 shares

    0.11% of the 13F portfolio, value $3,587,000.

    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 16,711 shares
    Change vs previous 13F -689 shares

    0.13% of the 13F portfolio, value $3,824,000.

    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 17,400 shares
    Change vs previous 13F +206 shares

    0.15% of the 13F portfolio, value $4,028,000.

    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 17,194 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,469,654.

    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).