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Disclosery

Castellan Group: SRE position timeline

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

Castellan Group held 0 SRE shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -40,348 shares

    13F-HR 0001832521-25-000008 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F/A 40,348 shares
    Change vs previous 13F +3,083 shares

    0.56% of the 13F portfolio, value $3,057,168.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 37,265 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $2,659,230.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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