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Disclosery

Hudson Oak Wealth Advisory LLC: XLRE position timeline

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

Hudson Oak Wealth Advisory LLC held 29,010 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 29,010 shares
    Change vs previous 13F -1,541 shares

    0.99% of the 13F portfolio, value $1,277,310.

    13F-HR 0002088700-26-000003 filed by Hudson Oak Wealth Advisory 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 30,551 shares
    Change vs previous 13F +3,456 shares

    1.08% of the 13F portfolio, value $1,247,397.

    13F-HR 0002088700-26-000002 filed by Hudson Oak Wealth Advisory LLC
    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 27,095 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,093,283.

    13F-HR 0002088700-26-000001 filed by Hudson Oak Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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