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Arkadios Wealth Advisors: XLRE position timeline

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

Arkadios Wealth Advisors held 28,742 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 28,742 shares
    Change vs previous 13F -1,027 shares

    0.02% of the 13F portfolio, value $1,265,499.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 29,769 shares
    Change vs previous 13F +5,045 shares

    0.02% of the 13F portfolio, value $1,215,475.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 24,724 shares
    Change vs previous 13F +1,328 shares

    0.02% of the 13F portfolio, value $997,636.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 23,396 shares
    Change vs previous 13F +5,372 shares

    0.02% of the 13F portfolio, value $985,701.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 18,024 shares
    Change vs previous 13F -908 shares

    0.02% of the 13F portfolio, value $746,558.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 18,932 shares
    Change vs previous 13F -1,202 shares

    0.03% of the 13F portfolio, value $792,305.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 20,134 shares
    Change vs previous 13F +3,301 shares

    0.04% of the 13F portfolio, value $818,846.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 16,833 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $751,942.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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