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Disclosery

Estate Counselors, LLC: XLRE position timeline

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

Estate Counselors, LLC held 120,268 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 120,268 shares
    Change vs previous 13F +120,268 shares

    0.46% of the 13F portfolio, value $5,295,400.

    13F-HR 0001172661-26-003139 filed by Estate Counselors, 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 0 shares
    Change vs previous 13F -5,055 shares

    13F-HR 0001172661-26-002085 filed by Estate Counselors, LLC
    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.

  3. period ended2025-12-31
    13F 5,055 shares
    Change vs previous 13F -1,725 shares

    0.02% of the 13F portfolio, value $203,969.

    13F-HR 0001172661-26-000425 filed by Estate Counselors, 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 6,780 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $285,641.

    13F-HR 0001172661-25-004526 filed by Estate Counselors, 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 6,780 shares
    Change vs previous 13F -206,178 shares

    0.03% of the 13F portfolio, value $280,828.

    13F-HR 0001172661-25-003012 filed by Estate Counselors, 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 212,958 shares
    Change vs previous 13F +1,745 shares

    0.92% of the 13F portfolio, value $8,912,292.

    13F-HR 0001172661-25-001813 filed by Estate Counselors, 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 211,213 shares
    Change vs previous 13F -151,447 shares

    0.92% of the 13F portfolio, value $8,590,033.

    13F-HR 0001172661-25-001064 filed by Estate Counselors, 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 362,660 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $16,200,022.

    13F-HR 0001172661-24-004570 filed by Estate Counselors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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