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Certified Advisory Corp: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on XLRE, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 136,852 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,852 shares
    Change vs previous 13F +13,159 shares

    0.49% of the 13F portfolio, value $6,026,234.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 123,693 shares
    Change vs previous 13F -44,849 shares

    0.45% of the 13F portfolio, value $5,049,927.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 168,542 shares
    Change vs previous 13F -40,757 shares

    0.62% of the 13F portfolio, value $6,800,653.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 209,299 shares
    Change vs previous 13F +9,393 shares

    0.84% of the 13F portfolio, value $8,817,747.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 199,906 shares
    Change vs previous 13F +5,480 shares

    0.86% of the 13F portfolio, value $8,279,886.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 194,426 shares
    Change vs previous 13F -4,011 shares

    0.92% of the 13F portfolio, value $8,136,438.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 198,437 shares
    Change vs previous 13F +10,606 shares

    0.88% of the 13F portfolio, value $8,070,427.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 187,831 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $8,390,433.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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