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Disclosery

Cooksen Wealth, LLC: XLRE position timeline

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

Cooksen Wealth, LLC held 23,849 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,849 shares
    Change vs previous 13F -1,692 shares

    0.66% of the 13F portfolio, value $1,050,079.

    13F-HR 0001214659-26-009193 filed by Cooksen Wealth, 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 25,541 shares
    Change vs previous 13F +632 shares

    0.76% of the 13F portfolio, value $1,042,819.

    13F-HR 0001214659-26-005313 filed by Cooksen Wealth, 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 24,909 shares
    Change vs previous 13F +612 shares

    0.74% of the 13F portfolio, value $1,005,079.

    13F-HR 0001214659-26-000626 filed by Cooksen Wealth, 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 24,297 shares
    Change vs previous 13F +2,504 shares

    0.76% of the 13F portfolio, value $1,023,648.

    13F-HR 0001214659-25-015566 filed by Cooksen Wealth, 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 21,793 shares
    Change vs previous 13F +5,485 shares

    0.73% of the 13F portfolio, value $902,662.

    13F-HR 0001214659-25-012294 filed by Cooksen Wealth, 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 16,308 shares
    Change vs previous 13F -2,695 shares

    0.65% of the 13F portfolio, value $644,655.

    13F-HR 0001214659-25-006583 filed by Cooksen Wealth, 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 19,003 shares
    Change vs previous 13F +1,099 shares

    0.71% of the 13F portfolio, value $772,852.

    13F-HR 0001214659-25-001615 filed by Cooksen Wealth, 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 17,904 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $799,772.

    13F-HR 0001214659-24-017870 filed by Cooksen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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