Skip to content
Disclosery

CX Institutional: XLF position timeline

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

CX Institutional held 68,617 XLF 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 68,617 shares
    Change vs previous 13F +55,831 shares

    0.1% of the 13F portfolio, value $3,664,000.

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

  2. period ended2026-06-30
    13F 12,786 shares
    Change vs previous 13F -4,789 shares

    0.02% of the 13F portfolio, value $685,000.

    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 17,575 shares
    Change vs previous 13F -35,704 shares

    0.03% of the 13F portfolio, value $868,000.

    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 53,279 shares
    Change vs previous 13F -1,604 shares

    0.09% of the 13F portfolio, value $2,918,000.

    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 54,883 shares
    Change vs previous 13F -4,516 shares

    0.09% of the 13F portfolio, value $2,957,000.

    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 59,399 shares
    Change vs previous 13F -16,976 shares

    0.11% of the 13F portfolio, value $3,111,000.

    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 76,375 shares
    Change vs previous 13F +43,501 shares

    0.14% of the 13F portfolio, value $3,804,000.

    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 32,874 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,588,824.

    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).