Foguth Wealth Management, LLC.: XLRE position timeline

Foguth Wealth Management, LLC. held 201,811 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 201,811 shares

   Change vs previous 13F +38,719 shares

   1.04% of the 13F portfolio, value $9,127,928.

   13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, LLC.
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 163,092 shares

   Change vs previous 13F -24,128 shares

   0.84% of the 13F portfolio, value $7,174,436.

   13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, LLC.
   Filed 2026-06-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 187,220 shares

   Change vs previous 13F +56,012 shares

   1.17% of the 13F portfolio, value $7,559,929.

   13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, LLC.
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 131,208 shares

   Change vs previous 13F +114,219 shares

   1.16% of the 13F portfolio, value $5,434,623.

   13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, LLC.
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 16,989 shares

   Change vs previous 13F -31,984 shares

   0.17% of the 13F portfolio, value $710,982.

   13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, LLC.
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 48,973 shares

   Change vs previous 13F +20,566 shares

   0.53% of the 13F portfolio, value $2,034,824.

   13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 28,407 shares

   Change vs previous 13F not available

   0.45% of the 13F portfolio, value $1,230,881.

   13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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