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Prentice Wealth Management LLC: XLRE position timeline

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

Prentice Wealth Management LLC held 389,903 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,903 shares
    Change vs previous 13F +9,127 shares

    3.54% of the 13F portfolio, value $17,167,429.

    13F-HR 0001941040-26-000416 filed by Prentice Wealth Management 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 380,776 shares
    Change vs previous 13F +311,380 shares

    3.51% of the 13F portfolio, value $15,547,090.

    13F-HR 0001941040-26-000228 filed by Prentice Wealth Management 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 69,396 shares
    Change vs previous 13F +1,327 shares

    0.64% of the 13F portfolio, value $2,800,126.

    13F-HR 0001941040-26-000061 filed by Prentice Wealth Management 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 68,069 shares
    Change vs previous 13F +2,018 shares

    0.71% of the 13F portfolio, value $2,867,749.

    13F-HR 0001941040-25-000535 filed by Prentice Wealth Management 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 66,051 shares
    Change vs previous 13F -1,507 shares

    0.72% of the 13F portfolio, value $2,735,820.

    13F-HR 0001941040-25-000382 filed by Prentice Wealth Management 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 67,558 shares
    Change vs previous 13F +554 shares

    0.82% of the 13F portfolio, value $2,827,309.

    13F-HR 0001941040-25-000212 filed by Prentice Wealth Management 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 67,004 shares
    Change vs previous 13F +2,346 shares

    0.79% of the 13F portfolio, value $2,725,059.

    13F-HR 0001941040-25-000053 filed by Prentice Wealth Management 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 64,658 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,888,280.

    13F-HR 0001941040-24-000420 filed by Prentice Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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