Spahn Wealth & Retirement LLC: XLRE position timeline

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

Spahn Wealth & Retirement LLC held 14,733 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 14,733 shares
Change vs previous 13F -54,004 shares
0.42% of the 13F portfolio, value $648,694.
13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 68,737 shares
Change vs previous 13F not available
3.57% of the 13F portfolio, value $2,806,532.
13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).