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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SMITH SHELLNUT WILSON LLC /ADV on XLRE, newest first. How the timeline and the estimate are built.

SMITH SHELLNUT WILSON LLC /ADV held 0 XLRE shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,224 shares

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 ended2025-03-31
    13F 5,224 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $218,624.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 5,224 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $212,460.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 5,254 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $234,696.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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