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Wealth Alliance Advisory Group, LLC: XLRE position timeline

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

Wealth Alliance Advisory Group, LLC held 48,676 XLRE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,676 shares
    Change vs previous 13F +25,809 shares

    0.28% of the 13F portfolio, value $1,991,341.

    13F-HR 0002085853-26-001174 filed by Wealth Alliance Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,867 shares
    Change vs previous 13F -19,341 shares

    0.15% of the 13F portfolio, value $1,006,821.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance Advisory Group, LLC
    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 42,208 shares
    Change vs previous 13F +5,051 shares

    0.27% of the 13F portfolio, value $1,723,341.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,157 shares
    Change vs previous 13F +4,900 shares

    0.26% of the 13F portfolio, value $1,499,266.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,257 shares
    Change vs previous 13F +5,798 shares

    0.25% of the 13F portfolio, value $1,358,969.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,459 shares
    Change vs previous 13F +2,186 shares

    0.21% of the 13F portfolio, value $1,095,918.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance Advisory Group, LLC
    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 24,273 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,015,812.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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