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Disclosery

CX Institutional: XLV position timeline

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

CX Institutional held 15,863 XLV 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 15,863 shares
    Change vs previous 13F +12,840 shares

    0.07% of the 13F portfolio, value $2,672,000.

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

  2. period ended2026-06-30
    13F 3,023 shares
    Change vs previous 13F -288 shares

    0.01% of the 13F portfolio, value $480,000.

    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 3,311 shares
    Change vs previous 13F -11 shares

    0.01% of the 13F portfolio, value $485,000.

    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 3,322 shares
    Change vs previous 13F +164 shares

    0.02% of the 13F portfolio, value $514,000.

    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 3,158 shares
    Change vs previous 13F -6,619 shares

    0.01% of the 13F portfolio, value $439,000.

    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 9,777 shares
    Change vs previous 13F -8,970 shares

    0.05% of the 13F portfolio, value $1,318,000.

    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 18,747 shares
    Change vs previous 13F -3,775 shares

    0.1% of the 13F portfolio, value $2,737,000.

    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 22,522 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,098,354.

    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).