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Smart Portfolios, LLC: XTRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smart Portfolios, LLC on XTRE, newest first. How the timeline and the estimate are built.

Smart Portfolios, LLC held 74,315 XTRE shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 74,315 shares
    Change vs previous 13F +2,969 shares

    3.67% of the 13F portfolio, value $3,679,353.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 71,346 shares
    Change vs previous 13F -2,941 shares

    3.54% of the 13F portfolio, value $3,550,303.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 74,287 shares
    Change vs previous 13F +245 shares

    3.57% of the 13F portfolio, value $3,702,359.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 74,042 shares
    Change vs previous 13F -1,890 shares

    3.71% of the 13F portfolio, value $3,685,802.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 75,932 shares
    Change vs previous 13F -2,021 shares

    4.09% of the 13F portfolio, value $3,760,917.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 77,953 shares
    Change vs previous 13F -253 shares

    3.98% of the 13F portfolio, value $3,801,780.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 78,206 shares
    Change vs previous 13F -19,163 shares

    3.99% of the 13F portfolio, value $3,910,302.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 97,369 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $4,741,408.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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