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Disclosery

Curated Wealth Partners LLC: SRE position timeline

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

Curated Wealth Partners LLC held 3,389 SRE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,389 shares
    Change vs previous 13F +1,123 shares

    0.04% of the 13F portfolio, value $314,194.

    13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners 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 2,266 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $220,189.

    13F-HR 0001085146-26-000338 filed by Curated Wealth Partners 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 2,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $200,066.

    13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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