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Aptus Capital Advisors, LLC: SRE position timeline

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

Aptus Capital Advisors, LLC held 72,112 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,112 shares
    Change vs previous 13F +1,698 shares

    0.05% of the 13F portfolio, value $6,685,504.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 70,414 shares
    Change vs previous 13F -1,225 shares

    0.06% of the 13F portfolio, value $6,842,128.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 71,639 shares
    Change vs previous 13F +6,562 shares

    0.05% of the 13F portfolio, value $6,325,008.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 65,077 shares
    Change vs previous 13F +4,367 shares

    0.05% of the 13F portfolio, value $5,855,628.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 60,710 shares
    Change vs previous 13F +12,351 shares

    0.05% of the 13F portfolio, value $4,599,959.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 48,359 shares
    Change vs previous 13F +28,678 shares

    0.04% of the 13F portfolio, value $3,450,882.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 19,681 shares
    Change vs previous 13F +15,482 shares

    0.02% of the 13F portfolio, value $1,735,892.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 4,199 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $351,163.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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