SURIENCE PRIVATE WEALTH LLC: XLRE position timeline

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

SURIENCE PRIVATE WEALTH LLC held 102,287 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

period ended2026-06-30
13F 102,287 shares
Change vs previous 13F -7,539 shares
3.96% of the 13F portfolio, value $4,503,697.
13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH LLC
Filed 2026-07-24 (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 109,826 shares
Change vs previous 13F not available
4.81% of the 13F portfolio, value $4,484,196.
13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH LLC
Filed 2026-04-20 (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).