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Disclosery

New England Capital Financial Advisors LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New England Capital Financial Advisors LLC on XLRE, newest first. How the timeline and the estimate are built.

New England Capital Financial Advisors LLC held 8,911 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 8,911 shares
    Change vs previous 13F +34 shares

    0.09% of the 13F portfolio, value $392,352.

    13F-HR 0001964652-26-000004 filed by New England Capital Financial Advisors 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 8,877 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $362,461.

    13F-HR 0001964652-26-000002 filed by New England Capital Financial Advisors 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 8,851 shares
    Change vs previous 13F -850 shares

    0.14% of the 13F portfolio, value $357,146.

    13F-HR 0001964652-26-000001 filed by New England Capital Financial Advisors 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 9,701 shares
    Change vs previous 13F -93,486 shares

    0.17% of the 13F portfolio, value $408,694.

    13F-HR 0001964652-25-000007 filed by New England Capital Financial Advisors 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 103,187 shares
    Change vs previous 13F +6,970 shares

    1.96% of the 13F portfolio, value $4,274,012.

    13F-HR 0001964652-25-000005 filed by New England Capital Financial Advisors 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 96,217 shares
    Change vs previous 13F -2,372 shares

    2.05% of the 13F portfolio, value $4,026,699.

    13F-HR 0001964652-25-000002 filed by New England Capital Financial Advisors 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 98,589 shares
    Change vs previous 13F +3,555 shares

    1.96% of the 13F portfolio, value $4,009,628.

    13F-HR 0001964652-25-000001 filed by New England Capital Financial Advisors 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 95,034 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $4,245,180.

    13F-HR 0001964652-24-000005 filed by New England Capital Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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