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Disclosery

626 Financial, LLC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on SRE, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 0 SRE shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,812 shares

    13F-HR 0001951757-26-000723 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 2,812 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $248,263.

    13F-HR 0001951757-26-000373 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,792 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $251,249.

    13F-HR 0001951757-25-001344 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 2,768 shares
    Change vs previous 13F +2,768 shares

    0.1% of the 13F portfolio, value $209,757.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,722 shares

    13F-HR 0001951757-25-000288 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  6. period ended2024-12-31
    13F 2,722 shares
    Change vs previous 13F +20 shares

    0.13% of the 13F portfolio, value $238,783.

    13F-HR 0001951757-25-000015 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,702 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $225,972.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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