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Disclosery

Signify Wealth: XLRE position timeline

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

Signify Wealth held 0 XLRE shares at 2024-03-31 per its 13F-HR filed 2024-04-25.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -13,705 shares

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    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.

  2. period ended2023-12-31
    13F 13,705 shares
    Change vs previous 13F +6,132 shares

    0.83% of the 13F portfolio, value $549,022.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 7,573 shares
    Change vs previous 13F -60,771 shares

    0.35% of the 13F portfolio, value $258,012.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 68,344 shares
    Change vs previous 13F +68,344 shares

    2.22% of the 13F portfolio, value $2,575,885.

    13F-HR 0001769062-23-000004 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001769062-23-000003 filed by Signify Wealth
    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.