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Disclosery

Private Advisory Group LLC: XLRE position timeline

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

Private Advisory Group LLC held 0 XLRE shares at 2025-12-31 per its 13F-HR filed 2026-01-15.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -259,324 shares

    13F-HR 0001632965-26-000002 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-09-30
    13F 259,324 shares
    Change vs previous 13F +53,322 shares

    0.95% of the 13F portfolio, value $10,925,320.

    13F-HR 0001632965-25-000009 filed by Private 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 ended2025-06-30
    13F 206,002 shares
    Change vs previous 13F -17,105 shares

    0.8% of the 13F portfolio, value $8,532,603.

    13F-HR 0001632965-25-000008 filed by Private 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 ended2025-03-31
    13F 223,107 shares
    Change vs previous 13F +67,316 shares

    1.07% of the 13F portfolio, value $9,337,028.

    13F-HR 0001632965-25-000005 filed by Private 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 ended2024-12-31
    13F/A 155,791 shares
    Change vs previous 13F +42,291 shares

    0.71% of the 13F portfolio, value $6,336,020.

    13F-HR/A 0001632965-25-000004 filed by Private 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 ended2024-09-30
    13F 113,500 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,070,045.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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