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Disclosery

Buck Wealth Strategies, LLC: SRE position timeline

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

Buck Wealth Strategies, LLC held 73,032 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,032 shares
    Change vs previous 13F +1,888 shares

    0.71% of the 13F portfolio, value $6,770,811.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 71,144 shares
    Change vs previous 13F +1,980 shares

    0.85% of the 13F portfolio, value $6,913,021.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 69,164 shares
    Change vs previous 13F +2,019 shares

    0.78% of the 13F portfolio, value $6,106,485.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 67,145 shares
    Change vs previous 13F +1,918 shares

    0.83% of the 13F portfolio, value $6,041,705.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 65,227 shares
    Change vs previous 13F +7,176 shares

    0.75% of the 13F portfolio, value $4,942,255.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 58,051 shares
    Change vs previous 13F +7,012 shares

    0.75% of the 13F portfolio, value $4,142,513.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 51,039 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $4,477,141.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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