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Disclosery

Talon Private Wealth, LLC: XLRE position timeline

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

Talon Private Wealth, LLC held 158,000 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,000 shares
    Change vs previous 13F +44,697 shares

    0.81% of the 13F portfolio, value $6,956,739.

    13F-HR 0001990467-26-000004 filed by Talon Private Wealth, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 113,303 shares
    Change vs previous 13F +58,797 shares

    0.61% of the 13F portfolio, value $4,626,145.

    13F-HR 0001990467-26-000001 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 54,506 shares
    Change vs previous 13F +13,588 shares

    0.31% of the 13F portfolio, value $2,257,620.

    13F-HR 0001990467-25-000006 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 40,918 shares
    Change vs previous 13F -10,190 shares

    0.23% of the 13F portfolio, value $1,712,419.

    13F-HR 0001990467-25-000005 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F/A 51,108 shares
    Change vs previous 13F +31,145 shares

    0.43% of the 13F portfolio, value $2,078,567.

    13F-HR/A 0001990467-25-000003 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 19,963 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $891,747.

    13F-HR 0001990467-25-000004 filed by Talon Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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