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Disclosery

FUTURE YOU WEALTH LLC: SRE position timeline

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

FUTURE YOU WEALTH LLC held 2,739 SRE shares at 2025-06-30 per its 13F-HR filed 2025-07-31.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,739 shares
    Change vs previous 13F +2,739 shares

    0.11% of the 13F portfolio, value $207,534.

    13F-HR 0001667731-25-001024 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,764 shares

    13F-HR 0001667731-25-000574 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  3. period ended2024-12-31
    13F 2,764 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $242,458.

    13F-HR 0001667731-25-000564 filed by FUTURE YOU WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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