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Global Trust Wealth Management LLC: XLRE position timeline

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

Global Trust Wealth Management LLC held 38,027 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,027 shares
    Change vs previous 13F +262 shares

    1.12% of the 13F portfolio, value $1,555,685.

    13F-HR 0002085853-26-001176 filed by Global Trust Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,765 shares
    Change vs previous 13F +4,768 shares

    1.15% of the 13F portfolio, value $1,662,793.

    13F-HR 0002085853-26-000756 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,997 shares
    Change vs previous 13F +12,032 shares

    1.02% of the 13F portfolio, value $1,347,268.

    13F-HR 0002085853-26-000371 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,965 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $845,942.

    13F-HR 0002085853-26-000114 filed by Global Trust Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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