WealthTrak Capital Management LLC: XLRE position timeline

WealthTrak Capital Management LLC held 0 XLRE shares at 2025-12-31 per its 13F-HR filed 2026-02-10.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -9,044 shares

   13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management LLC
   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 9,044 shares

   Change vs previous 13F +452 shares

   0.31% of the 13F portfolio, value $381,018.

   13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
   Filed 2025-11-14 (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).

3. period ended2025-06-30

   13F 8,592 shares

   Change vs previous 13F +235 shares

   0.3% of the 13F portfolio, value $355,865.

   13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management LLC
   Filed 2025-08-12 (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).

4. period ended2025-03-31

   13F 8,357 shares

   Change vs previous 13F +1 shares

   0.3% of the 13F portfolio, value $349,755.

   13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 8,356 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $339,845.

   13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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