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CreativeOne Wealth, LLC: XLRE position timeline

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

CreativeOne Wealth, LLC held 87,895 XLRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,895 shares
    Change vs previous 13F +59,618 shares

    0.08% of the 13F portfolio, value $3,870,014.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 28,277 shares
    Change vs previous 13F -25,749 shares

    0.03% of the 13F portfolio, value $1,154,542.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 54,026 shares
    Change vs previous 13F +2,256 shares

    0.05% of the 13F portfolio, value $2,179,945.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 51,770 shares
    Change vs previous 13F +1,454 shares

    0.05% of the 13F portfolio, value $2,181,063.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 50,316 shares
    Change vs previous 13F -22,552 shares

    0.05% of the 13F portfolio, value $2,084,093.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 72,868 shares
    Change vs previous 13F +16,712 shares

    0.09% of the 13F portfolio, value $3,049,545.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 56,156 shares
    Change vs previous 13F +12,280 shares

    0.07% of the 13F portfolio, value $2,283,858.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 43,876 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,959,939.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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