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Disclosery

Econ Financial Services Corp: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Econ Financial Services Corp on XLRE, newest first. How the timeline and the estimate are built.

Econ Financial Services Corp held 142,610 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,610 shares
    Change vs previous 13F +3,695 shares

    2.93% of the 13F portfolio, value $6,279,118.

    13F-HR 0001659718-26-000003 filed by Econ Financial Services Corp
    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 138,915 shares
    Change vs previous 13F +138,915 shares

    2.63% of the 13F portfolio, value $5,671,899.

    13F-HR 0001659718-26-000002 filed by Econ Financial Services Corp
    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 0 shares
    Change vs previous 13F -78,410 shares

    13F-HR 0001659718-26-000001 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 78,410 shares
    Change vs previous 13F +13,747 shares

    1.65% of the 13F portfolio, value $3,303,413.

    13F-HR 0001659718-25-000009 filed by Econ Financial Services Corp
    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 64,663 shares
    Change vs previous 13F +28,617 shares

    1.38% of the 13F portfolio, value $2,678,341.

    13F-HR 0001659718-25-000006 filed by Econ Financial Services Corp
    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 36,046 shares
    Change vs previous 13F +9,606 shares

    0.8% of the 13F portfolio, value $1,508,525.

    13F-HR 0001659718-25-000005 filed by Econ Financial Services Corp
    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 26,440 shares
    Change vs previous 13F +26,440 shares

    0.62% of the 13F portfolio, value $1,075,315.

    13F-HR 0001659718-25-000003 filed by Econ Financial Services Corp
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001659718-24-000006 filed by Econ Financial Services Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.