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Disclosery

Dakota Wealth Management: XLRE position timeline

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

Dakota Wealth Management held 51,295 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,295 shares
    Change vs previous 13F +2,040 shares

    0.04% of the 13F portfolio, value $2,258,519.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 49,255 shares
    Change vs previous 13F +1,963 shares

    0.04% of the 13F portfolio, value $2,011,082.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 47,292 shares
    Change vs previous 13F +3,725 shares

    0.03% of the 13F portfolio, value $1,908,233.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 43,567 shares
    Change vs previous 13F -2,610 shares

    0.04% of the 13F portfolio, value $1,835,478.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 46,177 shares
    Change vs previous 13F -8,114 shares

    0.04% of the 13F portfolio, value $1,912,653.

    13F-HR 0001951757-25-000874 filed by Dakota 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 54,291 shares
    Change vs previous 13F -7,211 shares

    0.05% of the 13F portfolio, value $2,272,079.

    13F-HR 0001951757-25-000489 filed by Dakota 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 61,502 shares
    Change vs previous 13F -11,054 shares

    0.06% of the 13F portfolio, value $2,501,287.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 72,556 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,241,077.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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