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PINKERTON WEALTH, LLC: XLRE position timeline

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

PINKERTON WEALTH, LLC held 109,269 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,269 shares
    Change vs previous 13F +3,845 shares

    0.38% of the 13F portfolio, value $4,461,462.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, 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 105,424 shares
    Change vs previous 13F -3,490 shares

    0.39% of the 13F portfolio, value $4,253,841.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, 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 108,914 shares
    Change vs previous 13F +11,673 shares

    0.45% of the 13F portfolio, value $4,394,663.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, 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 97,241 shares
    Change vs previous 13F +24,149 shares

    0.44% of the 13F portfolio, value $4,096,754.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, 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 73,092 shares
    Change vs previous 13F +9,262 shares

    0.36% of the 13F portfolio, value $3,027,453.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, 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 63,830 shares
    Change vs previous 13F +8,636 shares

    0.35% of the 13F portfolio, value $2,671,269.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, 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 55,194 shares
    Change vs previous 13F +3,706 shares

    0.33% of the 13F portfolio, value $2,244,740.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, 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 51,488 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,299,963.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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