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AAFMAA Wealth Management & Trust LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAFMAA Wealth Management & Trust LLC on XLRE, newest first. How the timeline and the estimate are built.

AAFMAA Wealth Management & Trust LLC held 62,113 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 62,113 shares
    Change vs previous 13F +3,350 shares

    0.9% of the 13F portfolio, value $2,621,021.

    13F-HR 0001376474-26-000644 filed by AAFMAA Wealth Management & Trust LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,763 shares
    Change vs previous 13F +3,010 shares

    0.9% of the 13F portfolio, value $2,587,335.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    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 55,753 shares
    Change vs previous 13F +24,941 shares

    0.88% of the 13F portfolio, value $2,276,395.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    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 30,812 shares
    Change vs previous 13F -10 shares

    0.49% of the 13F portfolio, value $1,243,264.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    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 30,822 shares
    Change vs previous 13F +755 shares

    0.52% of the 13F portfolio, value $1,298,531.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    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 30,067 shares
    Change vs previous 13F -23,172 shares

    0.51% of the 13F portfolio, value $1,245,376.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    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 53,239 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,228,052.

    13F-HR 0001376474-25-000327 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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