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Disclosery

Oath Planning, LLC: XLRE position timeline

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

Oath Planning, LLC held 43,058 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,058 shares
    Change vs previous 13F +5,659 shares

    1.41% of the 13F portfolio, value $1,895,829.

    13F-HR 0002109944-26-000006 filed by Oath Planning, 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 37,399 shares
    Change vs previous 13F +5,075 shares

    1.36% of the 13F portfolio, value $1,527,005.

    13F-HR 0002109944-26-000004 filed by Oath Planning, 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 32,324 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,304,273.

    13F-HR 0002109944-26-000001 filed by Oath Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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