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Boston Standard Wealth Management, LLC: REET position timeline

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

Boston Standard Wealth Management, LLC held 690,979 REET shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 690,979 shares
    Change vs previous 13F +11,041 shares

    2.56% of the 13F portfolio, value $17,813,464.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 679,938 shares
    Change vs previous 13F +3,637 shares

    2.73% of the 13F portfolio, value $18,796,873.

    13F-HR 0001630939-26-000006 filed by Boston Standard 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 ended2026-03-31
    13F 676,301 shares
    Change vs previous 13F +11,657 shares

    2.81% of the 13F portfolio, value $17,154,380.

    13F-HR 0001630939-26-000004 filed by Boston Standard 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 ended2025-12-31
    13F 664,644 shares
    Change vs previous 13F +31,228 shares

    2.74% of the 13F portfolio, value $16,582,877.

    13F-HR 0001630939-26-000003 filed by Boston Standard 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 ended2025-09-30
    13F 633,416 shares
    Change vs previous 13F +20,998 shares

    2.72% of the 13F portfolio, value $16,190,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard 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 ended2025-06-30
    13F 612,418 shares
    Change vs previous 13F +61,261 shares

    2.72% of the 13F portfolio, value $15,127,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard 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 ended2025-03-31
    13F 551,157 shares
    Change vs previous 13F -38,223 shares

    2.82% of the 13F portfolio, value $12,814,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 589,380 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $14,127,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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