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INVENIO WEALTH PARTNERS LLC: XLRE position timeline

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

INVENIO WEALTH PARTNERS LLC held 126,416 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 126,416 shares
    Change vs previous 13F +2,843 shares

    1.99% of the 13F portfolio, value $5,566,096.

    13F-HR 0001989341-26-000004 filed by INVENIO WEALTH PARTNERS 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 123,573 shares
    Change vs previous 13F +8,634 shares

    2% of the 13F portfolio, value $5,045,486.

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS 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 114,939 shares
    Change vs previous 13F -30,832 shares

    1.72% of the 13F portfolio, value $4,637,789.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 145,771 shares
    Change vs previous 13F +5,989 shares

    2.23% of the 13F portfolio, value $6,141,332.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS LLC
    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 139,782 shares
    Change vs previous 13F -219 shares

    2.3% of the 13F portfolio, value $5,789,770.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS LLC
    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 140,001 shares
    Change vs previous 13F +5,399 shares

    2.46% of the 13F portfolio, value $5,859,042.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS LLC
    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 134,602 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $5,474,263.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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