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Disclosery

Urban Financial Advisory Corp: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Urban Financial Advisory Corp on XLRE, newest first. How the timeline and the estimate are built.

Urban Financial Advisory Corp held 83,164 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,164 shares
    Change vs previous 13F +50,286 shares

    1.01% of the 13F portfolio, value $3,661,729.

    13F-HR 0002005378-26-000004 filed by Urban Financial Advisory Corp
    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 32,878 shares
    Change vs previous 13F +4,338 shares

    0.47% of the 13F portfolio, value $1,342,389.

    13F-HR 0002005378-26-000002 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 28,540 shares
    Change vs previous 13F +2,254 shares

    0.45% of the 13F portfolio, value $1,151,571.

    13F-HR 0002005378-26-000001 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 26,286 shares
    Change vs previous 13F +139 shares

    0.52% of the 13F portfolio, value $1,107,449.

    13F-HR 0002005378-25-000006 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 26,147 shares
    Change vs previous 13F +5,226 shares

    0.54% of the 13F portfolio, value $1,083,020.

    13F-HR 0002005378-25-000003 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,921 shares
    Change vs previous 13F +1,974 shares

    0.48% of the 13F portfolio, value $875,545.

    13F-HR 0002005378-25-000002 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 18,947 shares
    Change vs previous 13F +550 shares

    0.42% of the 13F portfolio, value $770,573.

    13F-HR 0002005378-25-000001 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,397 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $821,808.

    13F-HR 0002005378-24-000004 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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