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PUFF WEALTH MANAGEMENT, LLC: RTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUFF WEALTH MANAGEMENT, LLC on RTRE, newest first. How the timeline and the estimate are built.

PUFF WEALTH MANAGEMENT, LLC held 34,672 RTRE shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 34,672 shares
    Change vs previous 13F +23,281 shares

    1.13% of the 13F portfolio, value $874,418.

    13F-HR 0002085853-26-000011 filed by PUFF 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 ended2025-09-30
    13F 11,391 shares
    Change vs previous 13F -3,517 shares

    0.44% of the 13F portfolio, value $289,391.

    13F-HR 0002085853-25-000009 filed by PUFF 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 ended2025-06-30
    13F 14,908 shares
    Change vs previous 13F +3,443 shares

    0.61% of the 13F portfolio, value $374,067.

    13F-HR 0001667731-25-001133 filed by PUFF 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 ended2025-03-31
    13F 11,465 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $287,076.

    13F-HR 0001667731-25-000431 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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