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Disclosery

FC Advisory LLC: SRE position timeline

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

FC Advisory LLC held 0 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -2,565 shares

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

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

  2. period ended2026-06-30
    13F 2,565 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $237,781.

    13F-HR 0001683754-26-000003 filed by FC Advisory 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 2,565 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $249,220.

    13F-HR 0001683754-26-000002 filed by FC Advisory 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 2,565 shares
    Change vs previous 13F -328 shares

    0.07% of the 13F portfolio, value $226,445.

    13F-HR 0001683754-26-000001 filed by FC Advisory 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 2,893 shares
    Change vs previous 13F +25 shares

    0.08% of the 13F portfolio, value $260,302.

    13F-HR 0001683754-25-000007 filed by FC Advisory 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 2,868 shares
    Change vs previous 13F +26 shares

    0.07% of the 13F portfolio, value $217,308.

    13F-HR 0001683754-25-000005 filed by FC Advisory 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 2,842 shares
    Change vs previous 13F +21 shares

    0.07% of the 13F portfolio, value $202,796.

    13F-HR 0001683754-25-000002 filed by FC Advisory 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 2,821 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $247,422.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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