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Altura Wealth Advisors Inc.: XLRE position timeline

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

Altura Wealth Advisors Inc. held 84,441 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,441 shares
    Change vs previous 13F +4,908 shares

    1.25% of the 13F portfolio, value $3,717,938.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 79,533 shares
    Change vs previous 13F -25,804 shares

    1.42% of the 13F portfolio, value $3,247,329.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 105,337 shares
    Change vs previous 13F +13,062 shares

    1.83% of the 13F portfolio, value $4,250,340.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 92,275 shares
    Change vs previous 13F +17,402 shares

    1.85% of the 13F portfolio, value $3,887,564.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 74,873 shares
    Change vs previous 13F -1,918 shares

    1.73% of the 13F portfolio, value $3,101,229.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    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 76,791 shares
    Change vs previous 13F +21,147 shares

    2.13% of the 13F portfolio, value $3,213,718.

    13F-HR 0001420506-25-000855 filed by Altura Wealth Advisors Inc.
    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 55,644 shares
    Change vs previous 13F -5,190 shares

    1.67% of the 13F portfolio, value $2,263,041.

    13F-HR 0001420506-25-000292 filed by Altura Wealth Advisors Inc.
    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 60,834 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $2,717,455.

    13F-HR 0001941040-24-000486 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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