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Wealth Advisors of Tampa Bay, LLC: XLRE position timeline

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

Wealth Advisors of Tampa Bay, LLC held 21,613 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,613 shares
    Change vs previous 13F -225 shares

    0.29% of the 13F portfolio, value $951,624.

    13F-HR 0001715228-26-000002 filed by Wealth Advisors of Tampa Bay, LLC
    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 21,838 shares
    Change vs previous 13F -365 shares

    0.29% of the 13F portfolio, value $891,649.

    13F-HR 0002073679-26-000052 filed by Wealth Advisors of Tampa Bay, LLC
    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 22,203 shares
    Change vs previous 13F -2,575 shares

    0.31% of the 13F portfolio, value $895,894.

    13F-HR 0001715228-26-000001 filed by Wealth Advisors of Tampa Bay, LLC
    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 24,778 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,043,899.

    13F-HR 0002073679-25-000043 filed by Wealth Advisors of Tampa Bay, LLC
    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 24,778 shares
    Change vs previous 13F +500 shares

    0.39% of the 13F portfolio, value $1,026,305.

    13F-HR 0001715228-25-000003 filed by Wealth Advisors of Tampa Bay, LLC
    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 24,278 shares
    Change vs previous 13F -505 shares

    0.41% of the 13F portfolio, value $1,016,037.

    13F-HR 0001715228-25-000002 filed by Wealth Advisors of Tampa Bay, LLC
    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 24,783 shares
    Change vs previous 13F -630 shares

    0.43% of the 13F portfolio, value $1,007,928.

    13F-HR 0001715228-25-000001 filed by Wealth Advisors of Tampa Bay, LLC
    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 25,413 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,135,203.

    13F-HR 0001085146-24-005328 filed by Wealth Advisors of Tampa Bay, LLC
    Filed (acceptance time not in the bulk data set), ingested

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