Skip to content
Disclosery

CX Institutional: XLP position timeline

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

CX Institutional held 48,301 XLP 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 48,301 shares
    Change vs previous 13F +2,319 shares

    0.11% of the 13F portfolio, value $3,893,000.

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

  2. period ended2026-06-30
    13F 45,982 shares
    Change vs previous 13F +736 shares

    0.11% of the 13F portfolio, value $3,820,000.

    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 45,246 shares
    Change vs previous 13F -9,543 shares

    0.11% of the 13F portfolio, value $3,709,000.

    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 54,789 shares
    Change vs previous 13F +2,570 shares

    0.13% of the 13F portfolio, value $4,256,000.

    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 52,219 shares
    Change vs previous 13F +37,121 shares

    0.12% of the 13F portfolio, value $4,092,000.

    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 15,098 shares
    Change vs previous 13F -15,536 shares

    0.04% of the 13F portfolio, value $1,222,000.

    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 30,634 shares
    Change vs previous 13F +2,802 shares

    0.09% of the 13F portfolio, value $2,502,000.

    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 27,832 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,187,911.

    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).