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Disclosery

Biechele Royce Advisors: SRE position timeline

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

Biechele Royce Advisors held 3,130 SRE shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 3,130 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $262,000.

    13F-HR 0001730808-24-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 3,130 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $238,000.

    13F-HR 0001730808-24-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,130 shares
    Change vs previous 13F -120 shares

    0.07% of the 13F portfolio, value $225,000.

    13F-HR 0001730808-24-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 3,250 shares
    Change vs previous 13F -128 shares

    0.08% of the 13F portfolio, value $243,000.

    13F-HR 0001730808-24-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 3,378 shares
    Change vs previous 13F +1,753 shares

    0.08% of the 13F portfolio, value $230,000.

    13F-HR 0001730808-23-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 1,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $237,000.

    13F-HR 0001730808-23-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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