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Disclosery

Pacific Sun Financial Corp: XLRE position timeline

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

Pacific Sun Financial Corp held 38,269 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,269 shares
    Change vs previous 13F +1,015 shares

    0.69% of the 13F portfolio, value $1,684,984.

    13F-HR 0000947517-26-000003 filed by Pacific Sun Financial Corp
    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 37,254 shares
    Change vs previous 13F +2,551 shares

    0.74% of the 13F portfolio, value $1,521,081.

    13F-HR 0000947517-26-000002 filed by Pacific Sun Financial Corp
    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 34,703 shares
    Change vs previous 13F +2,039 shares

    0.67% of the 13F portfolio, value $1,400,266.

    13F-HR 0000947517-26-000001 filed by Pacific Sun Financial Corp
    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 32,664 shares
    Change vs previous 13F +1,057 shares

    0.66% of the 13F portfolio, value $1,376,134.

    13F-HR 0000947517-25-000003 filed by Pacific Sun Financial Corp
    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 31,607 shares
    Change vs previous 13F -333 shares

    0.68% of the 13F portfolio, value $1,309,162.

    13F-HR 0001085146-25-004312 filed by Pacific Sun Financial Corp
    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 31,940 shares
    Change vs previous 13F +2,325 shares

    0.76% of the 13F portfolio, value $1,336,689.

    13F-HR 0001085146-25-002139 filed by Pacific Sun Financial Corp
    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 29,615 shares
    Change vs previous 13F +3,494 shares

    0.66% of the 13F portfolio, value $1,204,442.

    13F-HR 0001085146-25-000703 filed by Pacific Sun Financial Corp
    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 26,121 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,166,825.

    13F-HR 0001085146-24-004758 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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