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Collaborative Wealth Managment Inc.: XLRE position timeline

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

Collaborative Wealth Managment Inc. held 6,322 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,322 shares
    Change vs previous 13F -230 shares

    0.12% of the 13F portfolio, value $278,358.

    13F-HR 0001896419-26-000005 filed by Collaborative Wealth Managment Inc.
    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 6,552 shares
    Change vs previous 13F -11,148 shares

    0.12% of the 13F portfolio, value $267,518.

    13F-HR 0001896419-26-000003 filed by Collaborative Wealth Managment Inc.
    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 17,700 shares
    Change vs previous 13F -7,708 shares

    0.25% of the 13F portfolio, value $714,195.

    13F-HR 0001896419-26-000001 filed by Collaborative Wealth Managment Inc.
    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 25,408 shares
    Change vs previous 13F -3,895 shares

    0.43% of the 13F portfolio, value $1,070,439.

    13F-HR 0001896419-25-000007 filed by Collaborative Wealth Managment Inc.
    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 29,303 shares
    Change vs previous 13F -3,397 shares

    0.53% of the 13F portfolio, value $1,213,730.

    13F-HR 0001896419-25-000006 filed by Collaborative Wealth Managment Inc.
    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 32,700 shares
    Change vs previous 13F -1,937 shares

    0.64% of the 13F portfolio, value $1,368,495.

    13F-HR 0001896419-25-000004 filed by Collaborative Wealth Managment Inc.
    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 34,637 shares
    Change vs previous 13F -1,830 shares

    0.64% of the 13F portfolio, value $1,408,687.

    13F-HR 0001896419-25-000002 filed by Collaborative Wealth Managment Inc.
    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 36,467 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,628,981.

    13F-HR 0001896419-24-000006 filed by Collaborative Wealth Managment Inc.
    Filed (acceptance time not in the bulk data set), ingested

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