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Disclosery

J. Team Financial, Inc.: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Team Financial, Inc. on XLRE, newest first. How the timeline and the estimate are built.

J. Team Financial, Inc. held 66,731 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,731 shares
    Change vs previous 13F +3,416 shares

    2.85% of the 13F portfolio, value $2,938,187.

    13F-HR 0002107629-26-000004 filed by J. Team Financial, Inc.
    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 63,315 shares
    Change vs previous 13F -2,080 shares

    2.9% of the 13F portfolio, value $2,585,171.

    13F-HR 0002107629-26-000003 filed by J. Team Financial, Inc.
    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 65,395 shares
    Change vs previous 13F -7,193 shares

    2.64% of the 13F portfolio, value $2,638,700.

    13F-HR 0002107629-26-000001 filed by J. Team Financial, Inc.
    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 72,588 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $3,058,137.

    13F-HR 0002107629-26-000002 filed by J. Team Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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