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Bullock Wealth Management Group: XLRE position timeline

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

Bullock Wealth Management Group held 864 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 864 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $35,162.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 948 shares
    Change vs previous 13F -6,407 shares

    0.02% of the 13F portfolio, value $41,866.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 7,355 shares
    Change vs previous 13F -4,029 shares

    0.15% of the 13F portfolio, value $301,187.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 11,384 shares
    Change vs previous 13F -12,192 shares

    0.22% of the 13F portfolio, value $459,348.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 23,576 shares
    Change vs previous 13F -218 shares

    0.49% of the 13F portfolio, value $993,278.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 23,794 shares
    Change vs previous 13F +221 shares

    0.53% of the 13F portfolio, value $992,229.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 23,573 shares
    Change vs previous 13F +10,770 shares

    0.55% of the 13F portfolio, value $987,254.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 12,803 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $520,694.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested