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Disclosery

CX Institutional: XLI position timeline

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

CX Institutional held 18,534 XLI 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 18,534 shares
    Change vs previous 13F -16,860 shares

    0.08% of the 13F portfolio, value $3,095,000.

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

  2. period ended2026-06-30
    13F 35,394 shares
    Change vs previous 13F +231 shares

    0.19% of the 13F portfolio, value $6,556,000.

    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 35,163 shares
    Change vs previous 13F +15,429 shares

    0.17% of the 13F portfolio, value $5,687,000.

    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 19,734 shares
    Change vs previous 13F +74 shares

    0.09% of the 13F portfolio, value $3,061,000.

    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 19,660 shares
    Change vs previous 13F +520 shares

    0.09% of the 13F portfolio, value $3,032,000.

    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 19,140 shares
    Change vs previous 13F -2,153 shares

    0.1% of the 13F portfolio, value $2,824,000.

    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 21,293 shares
    Change vs previous 13F +15,927 shares

    0.11% of the 13F portfolio, value $2,791,000.

    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 5,366 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $707,086.

    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).