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Disclosery

CWC Advisors, LLC.: XLRE position timeline

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

CWC Advisors, LLC. held 9,651 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,651 shares
    Change vs previous 13F +232 shares

    0.19% of the 13F portfolio, value $424,934.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 9,419 shares
    Change vs previous 13F +1,229 shares

    0.18% of the 13F portfolio, value $384,578.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 8,190 shares
    Change vs previous 13F +1,095 shares

    0.16% of the 13F portfolio, value $330,467.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 7,095 shares
    Change vs previous 13F +834 shares

    0.15% of the 13F portfolio, value $298,912.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 6,261 shares
    Change vs previous 13F +885 shares

    0.13% of the 13F portfolio, value $259,331.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 5,376 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $224,986.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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