Palumbo Wealth Management LLC: XLRE position timeline

Palumbo Wealth Management LLC held 0 XLRE shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -81,941 shares

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 81,941 shares

   Change vs previous 13F -3,491 shares

   1.05% of the 13F portfolio, value $3,393,982.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 85,432 shares

   Change vs previous 13F +3,147 shares

   1.2% of the 13F portfolio, value $3,575,321.

   13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 82,285 shares

   Change vs previous 13F +2,968 shares

   1.25% of the 13F portfolio, value $3,346,546.

   13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 79,317 shares

   Change vs previous 13F not available

   1.38% of the 13F portfolio, value $3,543,080.

   13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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