W.H. Cornerstone Investments Inc.: XLRE position timeline

W.H. Cornerstone Investments Inc. held 7,590 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,590 shares

   Change vs previous 13F +64 shares

   0.19% of the 13F portfolio, value $334,208.

   13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments Inc.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,526 shares

   Change vs previous 13F -288 shares

   0.19% of the 13F portfolio, value $307,286.

   13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments Inc.
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,814 shares

   Change vs previous 13F -5,329 shares

   0.19% of the 13F portfolio, value $315,309.

   13F-HR 0002063364-26-000064 filed by W.H. Cornerstone Investments Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 13,143 shares

   Change vs previous 13F +6,224 shares

   0.34% of the 13F portfolio, value $553,733.

   13F-HR 0002063364-25-000270 filed by W.H. Cornerstone Investments Inc.
   Filed 2025-11-05 (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).

5. period ended2025-06-30

   13F 6,919 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $286,581.

   13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments Inc.
   Filed 2025-08-08 (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).