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Disclosery

Aegis Wealth Management LLC: REET position timeline

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

Aegis Wealth Management LLC held 23,570 REET shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,570 shares
    Change vs previous 13F +15 shares

    0.31% of the 13F portfolio, value $651,003.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth Management LLC
    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 23,555 shares
    Change vs previous 13F +1,542 shares

    0.34% of the 13F portfolio, value $592,409.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth Management LLC
    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 22,013 shares
    Change vs previous 13F -32,532 shares

    0.31% of the 13F portfolio, value $549,225.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 54,545 shares
    Change vs previous 13F -263 shares

    0.75% of the 13F portfolio, value $1,394,171.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,808 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,329,643.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,808 shares
    Change vs previous 13F +2,111 shares

    0.78% of the 13F portfolio, value $1,329,643.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    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 52,697 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,263,148.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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