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Disclosery

Paladin Advisory Group, LLC: XLRE position timeline

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

Paladin Advisory Group, LLC held 65,530 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,530 shares
    Change vs previous 13F +422 shares

    1.92% of the 13F portfolio, value $2,885,264.

    13F-HR 0001899703-26-000006 filed by Paladin Advisory Group, 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 65,108 shares
    Change vs previous 13F -843 shares

    2.02% of the 13F portfolio, value $2,658,339.

    13F-HR 0001899703-26-000005 filed by Paladin Advisory Group, 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 65,951 shares
    Change vs previous 13F +2,069 shares

    1.94% of the 13F portfolio, value $2,661,103.

    13F-HR 0001899703-26-000001 filed by Paladin Advisory Group, 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 63,882 shares
    Change vs previous 13F +265 shares

    2.1% of the 13F portfolio, value $2,691,328.

    13F-HR 0001899703-25-000006 filed by Paladin Advisory Group, 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 63,617 shares
    Change vs previous 13F -726 shares

    2.01% of the 13F portfolio, value $2,634,995.

    13F-HR 0001899703-25-000004 filed by Paladin Advisory Group, 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 64,343 shares
    Change vs previous 13F +1,201 shares

    2.15% of the 13F portfolio, value $2,692,734.

    13F-HR 0001899703-25-000002 filed by Paladin Advisory Group, 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 63,142 shares
    Change vs previous 13F -476 shares

    1.97% of the 13F portfolio, value $2,567,965.

    13F-HR 0001899703-25-000001 filed by Paladin Advisory Group, 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 63,618 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,841,794.

    13F-HR 0001899703-24-000005 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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