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Disclosery

IEQ CAPITAL, LLC: SRE position timeline

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

IEQ CAPITAL, LLC held 68,050 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,050 shares
    Change vs previous 13F +59,304 shares

    0.03% of the 13F portfolio, value $6,308,986.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 8,746 shares
    Change vs previous 13F +5,079 shares

    <0.01% of the 13F portfolio, value $849,836.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 3,667 shares
    Change vs previous 13F +51 shares

    <0.01% of the 13F portfolio, value $323,719.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,616 shares
    Change vs previous 13F -1,303 shares

    <0.01% of the 13F portfolio, value $325,406.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,919 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $372,678.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,161 shares
    Change vs previous 13F -1,986 shares

    <0.01% of the 13F portfolio, value $368,260.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,147 shares
    Change vs previous 13F -11,020 shares

    0.01% of the 13F portfolio, value $626,934.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,167 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,519,324.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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