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Disclosery

Arax Advisory Partners: SRE position timeline

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

Arax Advisory Partners held 23,699 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,699 shares
    Change vs previous 13F +16,931 shares

    0.01% of the 13F portfolio, value $2,197,253.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 6,768 shares
    Change vs previous 13F -3,833 shares

    0.02% of the 13F portfolio, value $657,689.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 10,601 shares
    Change vs previous 13F -15,785 shares

    0.03% of the 13F portfolio, value $936,001.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 26,386 shares
    Change vs previous 13F +22,049 shares

    0.03% of the 13F portfolio, value $2,374,250.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 4,337 shares
    Change vs previous 13F +145 shares

    0.02% of the 13F portfolio, value $331,905.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 4,192 shares
    Change vs previous 13F -3,626 shares

    0.02% of the 13F portfolio, value $299,172.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 7,818 shares
    Change vs previous 13F +7,016 shares

    0.04% of the 13F portfolio, value $685,870.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 802 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $67,072.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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