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Disclosery

Arden Trust Co: SRE position timeline

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

Arden Trust Co held 15,828 SRE shares at 2024-06-30 per its 13F-HR filed 2024-07-09.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 15,828 shares
    Change vs previous 13F -1,267 shares

    0.17% of the 13F portfolio, value $1,203,878.

    13F-HR 0001780607-24-000003 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 17,095 shares
    Change vs previous 13F -1,083 shares

    0.17% of the 13F portfolio, value $1,227,938.

    13F-HR 0001780607-24-000002 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 18,178 shares
    Change vs previous 13F -3,187 shares

    0.2% of the 13F portfolio, value $1,358,445.

    13F-HR 0001780607-24-000001 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 21,365 shares
    Change vs previous 13F +7,242 shares

    0.24% of the 13F portfolio, value $1,453,464.

    13F-HR 0001780607-23-000005 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 14,123 shares
    Change vs previous 13F -8,269 shares

    0.34% of the 13F portfolio, value $2,056,000.

    13F-HR 0001780607-23-000004 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 22,392 shares
    Change vs previous 13F -1,564 shares

    0.61% of the 13F portfolio, value $3,385,000.

    13F-HR 0001780607-23-000003 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F/A 23,956 shares
    Change vs previous 13F -1,022 shares

    0.75% of the 13F portfolio, value $3,702,156.

    13F-HR/A 0001780607-23-000002 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 24,978 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $3,745,000.

    13F-HR 0001780607-22-000005 filed by Arden Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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