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Disclosery

Coastline Trust Co: SRE position timeline

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

Coastline Trust Co held 200 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,592.

    13F-HR 0001062993-26-005136 filed by Coastline Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 200 shares
    Change vs previous 13F -540 shares

    <0.01% of the 13F portfolio, value $18,542.

    13F-HR 0001062993-26-004405 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 740 shares
    Change vs previous 13F -15,340 shares

    0.01% of the 13F portfolio, value $71,906.

    13F-HR 0001062993-26-001837 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,080 shares
    Change vs previous 13F -140 shares

    0.13% of the 13F portfolio, value $1,419,703.

    13F-HR 0001062993-26-000031 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,220 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,459,476.

    13F-HR 0001062993-25-016236 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,220 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,228,989.

    13F-HR 0001062993-25-012930 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,220 shares
    Change vs previous 13F -920 shares

    0.14% of the 13F portfolio, value $1,157,459.

    13F-HR 0001062993-25-008106 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,140 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,503,521.

    13F-HR 0001062993-25-002286 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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