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Disclosery

Powerhouse Assets LLC: XLRE position timeline

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

Powerhouse Assets LLC held 10,413 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,413 shares
    Change vs previous 13F -20,114 shares

    0.37% of the 13F portfolio, value $458,504.

    13F-HR 0001564396-26-000003 filed by Powerhouse Assets 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 30,527 shares
    Change vs previous 13F +147 shares

    1.08% of the 13F portfolio, value $1,246,434.

    13F-HR 0001564396-26-000002 filed by Powerhouse Assets 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 30,380 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $1,225,824.

    13F-HR 0001564396-26-000001 filed by Powerhouse Assets LLC
    Filed (acceptance time not in the bulk data set), ingested

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