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Disclosery

Adams Wealth Management: XLRE position timeline

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

Adams Wealth Management held 111,357 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,357 shares
    Change vs previous 13F -2,804 shares

    0.94% of the 13F portfolio, value $4,903,036.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    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 114,161 shares
    Change vs previous 13F -9,504 shares

    1.02% of the 13F portfolio, value $4,661,199.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    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 123,665 shares
    Change vs previous 13F -14,720 shares

    1.06% of the 13F portfolio, value $4,989,889.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    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 138,385 shares
    Change vs previous 13F -17,108 shares

    1.25% of the 13F portfolio, value $5,830,160.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    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 155,493 shares
    Change vs previous 13F -24,567 shares

    1.23% of the 13F portfolio, value $6,440,520.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    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 180,060 shares
    Change vs previous 13F +45,941 shares

    1.48% of the 13F portfolio, value $7,535,511.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    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 134,119 shares
    Change vs previous 13F +27,527 shares

    1.04% of the 13F portfolio, value $5,454,620.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    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 106,592 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,761,465.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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