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Disclosery

Ted Buchan & Co: XLRE position timeline

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

Ted Buchan & Co held 4,782 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,782 shares
    Change vs previous 13F +4,782 shares

    0.07% of the 13F portfolio, value $210,551.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -4,782 shares

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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.

  3. period ended2025-09-30
    13F 4,782 shares
    Change vs previous 13F -1,800 shares

    0.08% of the 13F portfolio, value $201,466.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,582 shares
    Change vs previous 13F -1,050 shares

    0.11% of the 13F portfolio, value $272,626.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,632 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $319,399.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,632 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $310,393.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,632 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $340,921.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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