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Solano Wealth Investment Advisors LLC: XLRE position timeline

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

Solano Wealth Investment Advisors LLC held 190,902 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,902 shares
    Change vs previous 13F -1,089 shares

    3.82% of the 13F portfolio, value $8,405,420.

    13F-HR 0001172661-26-002902 filed by Solano Wealth Investment Advisors LLC
    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 191,991 shares
    Change vs previous 13F +11,201 shares

    3.91% of the 13F portfolio, value $7,838,981.

    13F-HR 0001172661-26-002198 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 180,790 shares
    Change vs previous 13F +5,435 shares

    3.62% of the 13F portfolio, value $7,294,872.

    13F-HR 0001172661-26-000687 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 175,355 shares
    Change vs previous 13F +6,653 shares

    3.56% of the 13F portfolio, value $7,387,713.

    13F-HR 0001172661-25-004759 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 168,702 shares
    Change vs previous 13F +15,627 shares

    3.59% of the 13F portfolio, value $6,987,649.

    13F-HR 0001172661-25-003068 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 153,075 shares
    Change vs previous 13F +8,447 shares

    3.96% of the 13F portfolio, value $6,406,214.

    13F-HR 0001172661-25-001831 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 144,628 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $5,882,037.

    13F-HR 0001172661-25-000758 filed by Solano Wealth Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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