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Biltmore Wealth Management, LLC

SEC CIK
0001598102
Latest filing
Jul 21, 2026

ARE holding history

Alexandria Real Estate Equities, Inc. in every 13F filed by Biltmore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARE overviewAll 13F holders of AREFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of ARE by Biltmore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,937−100.0%Sold outHolders
Q3 20223,937$552.0K0.3%+321+8.9%AddedHolders
Q2 20223,616$524.0K0.2%−17−0.5%ReducedHolders
Q1 20223,633$731.0K0.3%+9+0.2%AddedHolders
Q4 20213,624$808.0K0.3%−15−0.4%ReducedHolders
Q3 20213,639$695.0K0.3%−162−4.3%ReducedHolders
Q2 20213,801$692.0K0.3%+144+3.9%AddedHolders
Q1 20213,657$601.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.