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Disclosery

CX Institutional: XLU position timeline

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

CX Institutional held 52,806 XLU 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 52,806 shares
    Change vs previous 13F +14,269 shares

    0.06% of the 13F portfolio, value $2,083,000.

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

  2. period ended2026-06-30
    13F 38,537 shares
    Change vs previous 13F -307,579 shares

    0.05% of the 13F portfolio, value $1,747,000.

    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 346,116 shares
    Change vs previous 13F +290,770 shares

    0.48% of the 13F portfolio, value $15,883,000.

    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 55,346 shares
    Change vs previous 13F +28,695 shares

    0.07% of the 13F portfolio, value $2,363,000.

    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 26,651 shares
    Change vs previous 13F -7,850 shares

    0.07% of the 13F portfolio, value $2,324,000.

    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 34,501 shares
    Change vs previous 13F -3,957 shares

    0.1% of the 13F portfolio, value $2,817,000.

    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 38,458 shares
    Change vs previous 13F +6,603 shares

    0.11% of the 13F portfolio, value $3,032,000.

    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 31,855 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,411,150.

    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).