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Disclosery

KWB Wealth: XLRE position timeline

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

KWB Wealth held 8,034 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,034 shares
    Change vs previous 13F +650 shares

    0.03% of the 13F portfolio, value $353,737.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 7,384 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $297,944.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 7,384 shares
    Change vs previous 13F +152 shares

    0.03% of the 13F portfolio, value $297,944.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 7,232 shares
    Change vs previous 13F -227 shares

    0.03% of the 13F portfolio, value $299,549.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 7,459 shares
    Change vs previous 13F -616 shares

    0.04% of the 13F portfolio, value $312,159.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 8,075 shares
    Change vs previous 13F +208 shares

    0.04% of the 13F portfolio, value $328,410.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 7,867 shares
    Change vs previous 13F -31 shares

    0.04% of the 13F portfolio, value $351,419.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,898 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $303,362.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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