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Disclosery

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on XLRE, newest first. How the timeline and the estimate are built.

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 1,987 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,987 shares
    Change vs previous 13F +1,282 shares

    0.03% of the 13F portfolio, value $87,470.

    13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 705 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,774.

    13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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