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Carrera Capital Advisors: SRE position timeline

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

Carrera Capital Advisors held 2,414 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,414 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $225,417.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    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 2,426 shares
    Change vs previous 13F -231 shares

    0.04% of the 13F portfolio, value $237,343.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    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 2,657 shares
    Change vs previous 13F +73 shares

    0.04% of the 13F portfolio, value $236,325.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    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 2,584 shares
    Change vs previous 13F -663 shares

    0.04% of the 13F portfolio, value $232,547.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    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 3,247 shares
    Change vs previous 13F -46,323 shares

    0.05% of the 13F portfolio, value $248,145.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    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 49,570 shares
    Change vs previous 13F +3,677 shares

    0.79% of the 13F portfolio, value $3,569,119.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    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 45,893 shares
    Change vs previous 13F +9,238 shares

    0.95% of the 13F portfolio, value $4,049,695.

    13F-HR 0002035329-25-000001 filed by Carrera Capital Advisors
    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 36,655 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,088,097.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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