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Disclosery

CX Institutional: XLB position timeline

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

CX Institutional held 42,764 XLB 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 42,764 shares
    Change vs previous 13F -6,176 shares

    0.06% of the 13F portfolio, value $2,083,000.

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

  2. period ended2026-06-30
    13F 48,940 shares
    Change vs previous 13F -888 shares

    0.07% of the 13F portfolio, value $2,488,000.

    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 49,828 shares
    Change vs previous 13F -611 shares

    0.08% of the 13F portfolio, value $2,490,000.

    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 50,439 shares
    Change vs previous 13F +25,605 shares

    0.07% of the 13F portfolio, value $2,287,000.

    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 24,834 shares
    Change vs previous 13F -14,757 shares

    0.07% of the 13F portfolio, value $2,226,000.

    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 39,591 shares
    Change vs previous 13F +4,168 shares

    0.12% of the 13F portfolio, value $3,476,000.

    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 35,423 shares
    Change vs previous 13F +7,254 shares

    0.11% of the 13F portfolio, value $3,046,000.

    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 28,169 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,370,188.

    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).