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Cassaday & Co Wealth Management LLC: XLRE position timeline

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

Cassaday & Co Wealth Management LLC held 3,392,096 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 3,392,096 shares
    Change vs previous 13F +70,563 shares

    2.8% of the 13F portfolio, value $149,353,994.

    13F-HR 0001963612-26-000004 filed by Cassaday & Co Wealth Management 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 3,321,533 shares
    Change vs previous 13F +52,739 shares

    2.89% of the 13F portfolio, value $135,618,180.

    13F-HR 0001963612-26-000002 filed by Cassaday & Co 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 ended2025-12-31
    13F 3,268,794 shares
    Change vs previous 13F +106,820 shares

    2.78% of the 13F portfolio, value $131,895,837.

    13F-HR 0001963612-26-000001 filed by Cassaday & Co 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 ended2025-09-30
    13F 3,161,974 shares
    Change vs previous 13F +72,690 shares

    3.07% of the 13F portfolio, value $133,213,970.

    13F-HR 0001963612-25-000002 filed by Cassaday & Co 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 ended2025-06-30
    13F 3,089,284 shares
    Change vs previous 13F -3,957 shares

    3.2% of the 13F portfolio, value $127,958,126.

    13F-HR 0001765380-25-000286 filed by Cassaday & Co 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 ended2025-03-31
    13F 3,093,241 shares
    Change vs previous 13F +41,912 shares

    3.64% of the 13F portfolio, value $129,452,151.

    13F-HR 0001765380-25-000163 filed by Cassaday & Co 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 ended2024-12-31
    13F 3,051,329 shares
    Change vs previous 13F +62,304 shares

    3.39% of the 13F portfolio, value $124,097,544.

    13F-HR 0001765380-25-000031 filed by Cassaday & Co 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 ended2024-09-30
    13F 2,989,025 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $133,519,743.

    13F-HR 0001765380-24-000408 filed by Cassaday & Co Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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