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Farther Finance Advisors, LLC: SRE position timeline

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

Farther Finance Advisors, LLC held 34,412 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,412 shares
    Change vs previous 13F +16,780 shares

    0.02% of the 13F portfolio, value $2,682,765.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,632 shares
    Change vs previous 13F +794 shares

    0.01% of the 13F portfolio, value $1,635,624.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    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 16,838 shares
    Change vs previous 13F +2,158 shares

    0.02% of the 13F portfolio, value $1,640,218.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,680 shares
    Change vs previous 13F +6,219 shares

    0.01% of the 13F portfolio, value $1,296,108.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,461 shares
    Change vs previous 13F +3,694 shares

    0.01% of the 13F portfolio, value $761,307.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,767 shares
    Change vs previous 13F -424 shares

    0.01% of the 13F portfolio, value $361,187.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    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 5,191 shares
    Change vs previous 13F +2,046 shares

    0.01% of the 13F portfolio, value $371,465.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    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 3,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,853.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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