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Disclosery

Blue Chip Partners, LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Chip Partners, LLC on XLRE, newest first. How the timeline and the estimate are built.

Blue Chip Partners, LLC held 7,630 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,630 shares
    Change vs previous 13F -18,910 shares

    0.02% of the 13F portfolio, value $335,962.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 26,540 shares
    Change vs previous 13F -134,030 shares

    0.08% of the 13F portfolio, value $1,083,636.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 160,570 shares
    Change vs previous 13F +154,383 shares

    0.47% of the 13F portfolio, value $6,479,002.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 6,187 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $260,672.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 6,179 shares
    Change vs previous 13F -296 shares

    0.02% of the 13F portfolio, value $255,925.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 6,475 shares
    Change vs previous 13F -39,358 shares

    0.02% of the 13F portfolio, value $270,993.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 45,833 shares
    Change vs previous 13F +27,402 shares

    0.16% of the 13F portfolio, value $1,864,016.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, LLC
    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 18,431 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $823,300.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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