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Disclosery

Abound Wealth Management: SRE position timeline

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

Abound Wealth Management held 20 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $1,842.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 109 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $10,600.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 70 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,188.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 70 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $6,306.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 69 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $5,245.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 61 shares
    Change vs previous 13F -72 shares

    <0.01% of the 13F portfolio, value $4,369.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 133 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $11,678.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,229.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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