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Disclosery

Wambolt & Associates, LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wambolt & Associates, LLC on XLRE, newest first. How the timeline and the estimate are built.

Wambolt & Associates, LLC held 8,698 XLRE shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,698 shares
    Change vs previous 13F -211 shares

    0.12% of the 13F portfolio, value $362,707.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,909 shares
    Change vs previous 13F -264 shares

    0.13% of the 13F portfolio, value $373,109.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,173 shares
    Change vs previous 13F -507 shares

    0.12% of the 13F portfolio, value $373,066.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,680 shares
    Change vs previous 13F +613 shares

    0.12% of the 13F portfolio, value $429,792.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,067 shares
    Change vs previous 13F +460 shares

    0.1% of the 13F portfolio, value $344,909.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,607 shares
    Change vs previous 13F +1,571 shares

    0.1% of the 13F portfolio, value $334,296.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,036 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $281,862.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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