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Ellsworth Advisors, LLC: REIT position timeline

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

Ellsworth Advisors, LLC held 159,149 REIT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,149 shares
    Change vs previous 13F +9,913 shares

    0.8% of the 13F portfolio, value $4,879,898.

    13F-HR 0001843553-26-000004 filed by Ellsworth 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 149,236 shares
    Change vs previous 13F +4,175 shares

    0.77% of the 13F portfolio, value $4,080,951.

    13F-HR 0001843553-26-000003 filed by Ellsworth 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 145,061 shares
    Change vs previous 13F +6,326 shares

    0.77% of the 13F portfolio, value $3,914,505.

    13F-HR 0001843553-26-000001 filed by Ellsworth 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 138,735 shares
    Change vs previous 13F +8,066 shares

    0.79% of the 13F portfolio, value $3,702,228.

    13F-HR 0001843553-25-000008 filed by Ellsworth 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 130,669 shares
    Change vs previous 13F +6,174 shares

    0.84% of the 13F portfolio, value $3,437,888.

    13F-HR 0001843553-25-000007 filed by Ellsworth 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 124,495 shares
    Change vs previous 13F +3,169 shares

    0.89% of the 13F portfolio, value $3,398,724.

    13F-HR 0001843553-25-000004 filed by Ellsworth Advisors, 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 121,326 shares
    Change vs previous 13F +5,378 shares

    0.87% of the 13F portfolio, value $3,307,346.

    13F-HR 0001843553-25-000001 filed by Ellsworth Advisors, 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 115,948 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,383,358.

    13F-HR 0001843553-24-000004 filed by Ellsworth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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