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Rothschild Capital Partners, LLC: XLRE position timeline

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

Rothschild Capital Partners, LLC held 115,531 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,531 shares
    Change vs previous 13F +18,667 shares

    1.1% of the 13F portfolio, value $5,086,830.

    13F-HR 0001569833-26-000007 filed by Rothschild Capital 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 ended2026-03-31
    13F 96,864 shares
    Change vs previous 13F -6,143 shares

    0.97% of the 13F portfolio, value $3,954,958.

    13F-HR 0001569833-26-000005 filed by Rothschild Capital 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 ended2025-12-31
    13F 103,007 shares
    Change vs previous 13F -12,388 shares

    0.98% of the 13F portfolio, value $4,156,333.

    13F-HR 0001569833-26-000002 filed by Rothschild Capital 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 ended2025-09-30
    13F 115,395 shares
    Change vs previous 13F +140 shares

    1.15% of the 13F portfolio, value $4,861,592.

    13F-HR 0001569833-25-000006 filed by Rothschild Capital 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 ended2025-06-30
    13F 115,255 shares
    Change vs previous 13F -1,098 shares

    1.25% of the 13F portfolio, value $4,773,863.

    13F-HR 0001569833-25-000003 filed by Rothschild Capital 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 ended2025-03-31
    13F 116,353 shares
    Change vs previous 13F -821 shares

    1.27% of the 13F portfolio, value $4,869,374.

    13F-HR 0001569833-25-000002 filed by Rothschild Capital 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 ended2024-12-31
    13F 117,174 shares
    Change vs previous 13F +15,166 shares

    1.16% of the 13F portfolio, value $4,765,467.

    13F-HR 0001777813-25-000002 filed by Rothschild Capital 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 ended2024-09-30
    13F 102,008 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $4,556,698.

    13F-HR 0001569833-24-000009 filed by Rothschild Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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