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Disclosery

CX Institutional: XLK position timeline

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

CX Institutional held 114,481 XLK 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 114,481 shares
    Change vs previous 13F -5,731 shares

    0.61% of the 13F portfolio, value $22,410,000.

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

  2. period ended2026-06-30
    13F 120,212 shares
    Change vs previous 13F -7,166 shares

    0.66% of the 13F portfolio, value $22,903,000.

    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 127,378 shares
    Change vs previous 13F +4,945 shares

    0.52% of the 13F portfolio, value $16,929,000.

    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 122,433 shares
    Change vs previous 13F +61,535 shares

    0.53% of the 13F portfolio, value $17,627,000.

    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 60,898 shares
    Change vs previous 13F -7,860 shares

    0.52% of the 13F portfolio, value $17,165,000.

    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 68,758 shares
    Change vs previous 13F +6,822 shares

    0.61% of the 13F portfolio, value $17,412,000.

    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 61,936 shares
    Change vs previous 13F +8,830 shares

    0.48% of the 13F portfolio, value $12,789,000.

    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 53,106 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $12,348,267.

    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).