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Disclosery

Copia Wealth Management: XLRE position timeline

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

Copia Wealth Management held 20,756 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,756 shares
    Change vs previous 13F -472 shares

    0.55% of the 13F portfolio, value $913,887.

    13F-HR 0002058771-26-000005 filed by Copia Wealth Management
    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 21,228 shares
    Change vs previous 13F -6,777 shares

    0.6% of the 13F portfolio, value $866,739.

    13F-HR 0002058771-26-000002 filed by Copia Wealth Management
    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 28,005 shares
    Change vs previous 13F -3,926 shares

    0.81% of the 13F portfolio, value $1,130,002.

    13F-HR 0002058771-26-000001 filed by Copia Wealth Management
    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 31,931 shares
    Change vs previous 13F -354 shares

    1% of the 13F portfolio, value $1,345,253.

    13F-HR 0002058771-25-000005 filed by Copia Wealth Management
    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 32,285 shares
    Change vs previous 13F -10,166 shares

    1.13% of the 13F portfolio, value $1,337,245.

    13F-HR 0002058771-25-000004 filed by Copia Wealth Management
    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 42,451 shares
    Change vs previous 13F +3,751 shares

    1.64% of the 13F portfolio, value $1,776,574.

    13F-HR 0002058771-25-000003 filed by Copia Wealth Management
    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 38,700 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,573,929.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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