Scott Capital Advisors, LLC: XLRE position timeline

Scott Capital Advisors, LLC held 32,037 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 32,037 shares

   Change vs previous 13F +973 shares

   0.19% of the 13F portfolio, value $1,299,756.

   13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
   Accepted 2026-10-10 01:05:43 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 31,064 shares

   Change vs previous 13F -1,833 shares

   0.21% of the 13F portfolio, value $1,367,745.

   13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 32,897 shares

   Change vs previous 13F +408 shares

   0.29% of the 13F portfolio, value $1,408,650.

   13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 32,489 shares

   Change vs previous 13F +556 shares

   0.29% of the 13F portfolio, value $1,310,947.

   13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 31,933 shares

   Change vs previous 13F -677 shares

   0.3% of the 13F portfolio, value $1,319,463.

   13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 32,610 shares

   Change vs previous 13F -33 shares

   0.37% of the 13F portfolio, value $1,350,070.

   13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 32,643 shares

   Change vs previous 13F -204 shares

   0.41% of the 13F portfolio, value $1,366,099.

   13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 32,847 shares

   Change vs previous 13F not available

   0.37% of the 13F portfolio, value $1,303,353.

   13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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