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Disclosery

Horizons Wealth Management: XLRE position timeline

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

Horizons Wealth Management held 49,917 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 49,917 shares
    Change vs previous 13F -179 shares

    1.29% of the 13F portfolio, value $2,042,104.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 50,096 shares
    Change vs previous 13F -642 shares

    1.36% of the 13F portfolio, value $2,045,420.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth Management
    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 50,738 shares
    Change vs previous 13F +9,790 shares

    1.36% of the 13F portfolio, value $2,047,278.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth Management
    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 40,948 shares
    Change vs previous 13F +1,251 shares

    1.18% of the 13F portfolio, value $1,725,139.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth Management
    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 39,697 shares
    Change vs previous 13F +1,033 shares

    1.19% of the 13F portfolio, value $1,644,250.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth Management
    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 38,664 shares
    Change vs previous 13F +1,353 shares

    1.22% of the 13F portfolio, value $1,618,088.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth Management
    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 37,311 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,517,438.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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