VCI Wealth Management LLC: XLRE position timeline

VCI Wealth Management LLC held 0 XLRE shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -13,915 shares

   13F-HR 0002085853-25-000098 filed by VCI Wealth Management LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 13,915 shares

   Change vs previous 13F +1,080 shares

   0.2% of the 13F portfolio, value $576,359.

   13F-HR 0001667731-25-001009 filed by VCI Wealth Management LLC
   Filed 2025-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 12,835 shares

   Change vs previous 13F -2,150 shares

   0.23% of the 13F portfolio, value $537,145.

   13F-HR 0001667731-25-000595 filed by VCI Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F/A 14,985 shares

   Change vs previous 13F +6,130 shares

   0.26% of the 13F portfolio, value $609,440.

   13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 8,855 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $395,553.

   13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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