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Disclosery

CX Institutional: XLC position timeline

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

CX Institutional held 48,508 XLC 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 48,508 shares
    Change vs previous 13F -7,628 shares

    0.15% of the 13F portfolio, value $5,383,000.

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

  2. period ended2026-06-30
    13F 56,136 shares
    Change vs previous 13F -880 shares

    0.17% of the 13F portfolio, value $6,014,000.

    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 57,016 shares
    Change vs previous 13F +607 shares

    0.19% of the 13F portfolio, value $6,321,000.

    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 56,409 shares
    Change vs previous 13F -201 shares

    0.2% of the 13F portfolio, value $6,640,000.

    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 56,610 shares
    Change vs previous 13F -10,960 shares

    0.2% of the 13F portfolio, value $6,701,000.

    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 67,570 shares
    Change vs previous 13F -1,536 shares

    0.26% of the 13F portfolio, value $7,333,000.

    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 69,106 shares
    Change vs previous 13F +13,253 shares

    0.25% of the 13F portfolio, value $6,665,000.

    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 55,853 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,407,131.

    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).