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Disclosery

1ST SOURCE BANK: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1ST SOURCE BANK on XLRE, newest first. How the timeline and the estimate are built.

1ST SOURCE BANK held 77,482 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,482 shares
    Change vs previous 13F +1,931 shares

    0.15% of the 13F portfolio, value $3,411,532.

    13F-HR 0000356264-26-000010 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 75,551 shares
    Change vs previous 13F -5,279 shares

    0.16% of the 13F portfolio, value $3,084,748.

    13F-HR 0000356264-26-000004 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,830 shares
    Change vs previous 13F -4,793 shares

    0.17% of the 13F portfolio, value $3,261,491.

    13F-HR 0000356264-26-000002 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 85,623 shares
    Change vs previous 13F +226 shares

    0.19% of the 13F portfolio, value $3,607,297.

    13F-HR 0000356264-25-000016 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,397 shares
    Change vs previous 13F -1,162 shares

    0.2% of the 13F portfolio, value $3,537,143.

    13F-HR 0000356264-25-000012 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,559 shares
    Change vs previous 13F +916 shares

    0.21% of the 13F portfolio, value $3,622,494.

    13F-HR 0000356264-25-000005 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,643 shares
    Change vs previous 13F +768 shares

    0.2% of the 13F portfolio, value $3,483,101.

    13F-HR 0000356264-25-000003 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 84,875 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,791,366.

    13F-HR 0000356264-24-000020 filed by 1ST SOURCE BANK
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).