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Westchester Capital Management, LLC: CCIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, LLC on CCIX, newest first. How the timeline and the estimate are built.

Westchester Capital Management, LLC held 175,971 CCIX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,971 shares
    Change vs previous 13F -648,798 shares

    0.1% of the 13F portfolio, value $1,916,324.

    13F-HR 0001512805-26-000008 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 824,769 shares
    Change vs previous 13F +750,000 shares

    0.43% of the 13F portfolio, value $8,825,028.

    13F-HR 0001512805-26-000005 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 74,769 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $794,794.

    13F-HR 0001512805-26-000002 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,769 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $783,580.

    13F-HR 0001628280-25-052144 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 74,769 shares
    Change vs previous 13F -142,200 shares

    0.05% of the 13F portfolio, value $786,569.

    13F-HR 0001277372-25-000002 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 216,969 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,334,587.

    13F-HR 0000019481-25-000003 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 216,969 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,245,629.

    13F-HR 0001591068-25-000010 filed by Westchester Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).