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WALLER FINANCIAL PLANNING GROUP, INC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLER FINANCIAL PLANNING GROUP, INC on XLRE, newest first. How the timeline and the estimate are built.

WALLER FINANCIAL PLANNING GROUP, INC held 45,493 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,493 shares
    Change vs previous 13F -12,411 shares

    0.38% of the 13F portfolio, value $1,861,106.

    13F-HR 0001214659-26-012630 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,904 shares
    Change vs previous 13F -18,328 shares

    0.52% of the 13F portfolio, value $2,549,499.

    13F-HR 0001214659-26-008295 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 76,232 shares
    Change vs previous 13F -54,673 shares

    0.69% of the 13F portfolio, value $3,112,540.

    13F-HR 0001214659-26-004321 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 130,905 shares
    Change vs previous 13F -360,017 shares

    1.17% of the 13F portfolio, value $5,282,035.

    13F-HR 0001214659-26-000397 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 490,922 shares
    Change vs previous 13F +8,215 shares

    4.75% of the 13F portfolio, value $20,682,541.

    13F-HR 0001214659-25-014790 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 482,707 shares
    Change vs previous 13F +8,452 shares

    4.83% of the 13F portfolio, value $19,993,729.

    13F-HR 0001214659-25-009926 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 474,255 shares
    Change vs previous 13F +2,921 shares

    5.58% of the 13F portfolio, value $19,847,582.

    13F-HR 0001214659-25-005278 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 471,334 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $19,169,169.

    13F-HR 0001214659-25-000086 filed by WALLER FINANCIAL PLANNING GROUP, INC
    Filed (acceptance time not in the bulk data set), ingested

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