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Disclosery

Brown Miller Wealth Management, LLC: SRE position timeline

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

Brown Miller Wealth Management, LLC held 3,564 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,564 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $330,418.

    13F-HR 0001840084-26-000004 filed by Brown Miller Wealth Management, 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 3,564 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $346,314.

    13F-HR 0001840084-26-000002 filed by Brown Miller Wealth Management, 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 3,564 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $314,666.

    13F-HR 0001840084-26-000001 filed by Brown Miller Wealth Management, 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 3,564 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $318,390.

    13F-HR 0001840084-25-000015 filed by Brown Miller Wealth Management, 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 3,564 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $270,044.

    13F-HR 0001840084-25-000013 filed by Brown Miller Wealth Management, 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 3,564 shares
    Change vs previous 13F +1,278 shares

    0.09% of the 13F portfolio, value $254,327.

    13F-HR 0001840084-25-000010 filed by Brown Miller Wealth Management, 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 2,286 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $200,528.

    13F-HR 0001840084-25-000001 filed by Brown Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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