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Capital Advisors Wealth Management, LLC: XLRE position timeline

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

Capital Advisors Wealth Management, LLC held 201,341 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 201,341 shares
    Change vs previous 13F +102,419 shares

    0.93% of the 13F portfolio, value $8,236,875.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 98,922 shares
    Change vs previous 13F +72,647 shares

    0.51% of the 13F portfolio, value $4,355,549.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 26,275 shares
    Change vs previous 13F -489 shares

    0.14% of the 13F portfolio, value $1,072,823.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 26,764 shares
    Change vs previous 13F -13,430 shares

    0.15% of the 13F portfolio, value $1,079,930.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 40,194 shares
    Change vs previous 13F -130,927 shares

    0.24% of the 13F portfolio, value $1,693,374.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 171,121 shares
    Change vs previous 13F +27,187 shares

    1.11% of the 13F portfolio, value $7,087,851.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 143,934 shares
    Change vs previous 13F -13,479 shares

    1.06% of the 13F portfolio, value $6,023,632.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 157,413 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,401,970.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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