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SILVIA MCCOLL WEALTH MANAGEMENT, LLC: XLRE position timeline

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

SILVIA MCCOLL WEALTH MANAGEMENT, LLC held 23,714 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,714 shares
    Change vs previous 13F +784 shares

    0.58% of the 13F portfolio, value $970,145.

    13F-HR 0001991983-26-000006 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,930 shares
    Change vs previous 13F -934 shares

    0.61% of the 13F portfolio, value $1,009,617.

    13F-HR 0001991983-26-000004 filed by SILVIA MCCOLL 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 ended2026-03-31
    13F 23,864 shares
    Change vs previous 13F +753 shares

    0.64% of the 13F portfolio, value $974,367.

    13F-HR 0001991983-26-000003 filed by SILVIA MCCOLL 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 ended2025-12-31
    13F 23,111 shares
    Change vs previous 13F +794 shares

    0.62% of the 13F portfolio, value $932,529.

    13F-HR 0001991983-26-000002 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,317 shares
    Change vs previous 13F +6 shares

    0.64% of the 13F portfolio, value $940,215.

    13F-HR 0001991983-25-000008 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,311 shares
    Change vs previous 13F -38 shares

    0.67% of the 13F portfolio, value $924,122.

    13F-HR 0001991983-25-000005 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,349 shares
    Change vs previous 13F +739 shares

    0.71% of the 13F portfolio, value $935,306.

    13F-HR 0001991983-25-000003 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,610 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $878,879.

    13F-HR 0001991983-25-000001 filed by SILVIA MCCOLL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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