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Disclosery

Providence First Trust Co: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Providence First Trust Co on XLRE, newest first. How the timeline and the estimate are built.

Providence First Trust Co held 12,193 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,193 shares
    Change vs previous 13F +12,193 shares

    0.15% of the 13F portfolio, value $536,858.

    13F-HR 0001713735-26-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,600 shares

    13F-HR 0001713735-26-000001 filed by Providence First Trust Co
    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.

  3. period ended2025-09-30
    13F 6,600 shares
    Change vs previous 13F -39,861 shares

    0.1% of the 13F portfolio, value $278,058.

    13F-HR 0001713735-25-000007 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 46,461 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,924,415.

    13F-HR 0001713735-25-000006 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 46,461 shares
    Change vs previous 13F +4,700 shares

    0.79% of the 13F portfolio, value $1,944,393.

    13F-HR 0001713735-25-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 41,761 shares
    Change vs previous 13F +17,123 shares

    0.64% of the 13F portfolio, value $1,698,420.

    13F-HR 0001713735-25-000001 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,638 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,100,579.

    13F-HR 0001713735-24-000005 filed by Providence First Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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