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Disclosery

Sigma Planning Corp: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on XLRE, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 14,884 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,884 shares
    Change vs previous 13F -959 shares

    0.02% of the 13F portfolio, value $655,333.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 15,843 shares
    Change vs previous 13F -49 shares

    0.02% of the 13F portfolio, value $646,889.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 15,892 shares
    Change vs previous 13F -1,305 shares

    0.02% of the 13F portfolio, value $641,255.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 17,197 shares
    Change vs previous 13F -7,946 shares

    0.02% of the 13F portfolio, value $724,495.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 25,143 shares
    Change vs previous 13F +7,538 shares

    0.03% of the 13F portfolio, value $1,041,418.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 17,605 shares
    Change vs previous 13F -2,258 shares

    0.02% of the 13F portfolio, value $736,766.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 19,863 shares
    Change vs previous 13F -2,790 shares

    0.03% of the 13F portfolio, value $807,836.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 22,653 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,011,915.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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