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Disclosery

Fiduciary Alliance LLC: SRE position timeline

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

Fiduciary Alliance LLC held 2,783 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,783 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $216,983.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,715 shares
    Change vs previous 13F -9 shares

    0.02% of the 13F portfolio, value $251,732.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 2,724 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $260,060.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 2,713 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $239,531.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 2,684 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $241,506.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 2,672 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $202,457.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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