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Disclosery

Modern Wealth Management, LLC: XLRE position timeline

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

Modern Wealth Management, LLC held 24,189 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,189 shares
    Change vs previous 13F -3,469 shares

    0.01% of the 13F portfolio, value $1,065,035.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 27,658 shares
    Change vs previous 13F -119,979 shares

    0.02% of the 13F portfolio, value $1,132,576.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 147,637 shares
    Change vs previous 13F -213,057 shares

    0.11% of the 13F portfolio, value $5,957,171.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 360,694 shares
    Change vs previous 13F -107,520 shares

    0.3% of the 13F portfolio, value $15,196,034.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 468,214 shares
    Change vs previous 13F -145,080 shares

    0.48% of the 13F portfolio, value $19,393,437.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 613,294 shares
    Change vs previous 13F -10,311 shares

    0.82% of the 13F portfolio, value $25,666,345.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 623,605 shares
    Change vs previous 13F +616,602 shares

    0.95% of the 13F portfolio, value $25,362,035.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 7,003 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $312,840.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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