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Proquility Private Wealth Partners, LLC: XLRE position timeline

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

Proquility Private Wealth Partners, LLC held 84,116 XLRE shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 84,116 shares
    Change vs previous 13F +42,357 shares

    1.08% of the 13F portfolio, value $3,520,255.

    13F-HR 0001172661-25-002154 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 41,759 shares
    Change vs previous 13F -1,036 shares

    0.55% of the 13F portfolio, value $1,698,339.

    13F-HR 0001172661-25-000242 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 42,795 shares
    Change vs previous 13F +1,157 shares

    0.61% of the 13F portfolio, value $1,911,653.

    13F-HR 0001172661-24-004260 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 41,638 shares
    Change vs previous 13F +719 shares

    0.55% of the 13F portfolio, value $1,599,316.

    13F-HR 0001172661-24-003180 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 40,919 shares
    Change vs previous 13F +10,407 shares

    0.55% of the 13F portfolio, value $1,617,528.

    13F-HR 0001172661-24-001995 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 30,512 shares
    Change vs previous 13F -11,806 shares

    0.46% of the 13F portfolio, value $1,222,311.

    13F-HR 0001172661-24-000686 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 42,318 shares
    Change vs previous 13F -865 shares

    0.59% of the 13F portfolio, value $1,441,799.

    13F-HR 0001172661-23-003973 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 43,183 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,627,583.

    13F-HR 0001172661-23-003254 filed by Proquility Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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