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Disclosery

First National Trust Co: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First National Trust Co on XLRE, newest first. How the timeline and the estimate are built.

First National Trust Co held 8,874 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,874 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $390,722.

    13F-HR 0001193125-26-325220 filed by First National Trust Co
    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 9,004 shares
    Change vs previous 13F -413 shares

    0.01% of the 13F portfolio, value $367,633.

    13F-HR 0001193125-26-210882 filed by First National Trust Co
    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 9,417 shares
    Change vs previous 13F +1,927 shares

    0.01% of the 13F portfolio, value $379,975.

    13F-HR 0001193125-26-042071 filed by First National Trust Co
    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 7,490 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $315,553.

    13F-HR 0001193125-25-268273 filed by First National Trust Co
    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 7,400 shares
    Change vs previous 13F +214 shares

    0.01% of the 13F portfolio, value $306,508.

    13F-HR 0000950123-25-006904 filed by First National Trust Co
    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 7,186 shares
    Change vs previous 13F +198 shares

    0.01% of the 13F portfolio, value $300,734.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    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 6,988 shares
    Change vs previous 13F -320 shares

    0.01% of the 13F portfolio, value $284,201.

    13F-HR 0000950123-25-001359 filed by First National Trust Co
    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 7,308 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $326,448.

    13F-HR 0000950123-24-010352 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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