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Disclosery

INSPIRE TRUST CO, N.A.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INSPIRE TRUST CO, N.A. on SRE, newest first. How the timeline and the estimate are built.

INSPIRE TRUST CO, N.A. held 89,500 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,500 shares
    Change vs previous 13F +17,000 shares

    1.14% of the 13F portfolio, value $8,297,545.

    13F-HR 0001993352-26-000006 filed by INSPIRE TRUST CO, N.A.
    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 72,500 shares
    Change vs previous 13F +500 shares

    1.09% of the 13F portfolio, value $7,044,825.

    13F-HR 0001993352-26-000003 filed by INSPIRE TRUST CO, N.A.
    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 72,000 shares
    Change vs previous 13F +5,000 shares

    1.04% of the 13F portfolio, value $6,356,880.

    13F-HR 0001993352-26-000001 filed by INSPIRE TRUST CO, N.A.
    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 67,000 shares
    Change vs previous 13F +3,000 shares

    1.1% of the 13F portfolio, value $6,028,660.

    13F-HR 0001993352-25-000009 filed by INSPIRE TRUST CO, N.A.
    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 64,000 shares
    Change vs previous 13F +7,000 shares

    1% of the 13F portfolio, value $4,849,280.

    13F-HR 0001993352-25-000005 filed by INSPIRE TRUST CO, N.A.
    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 57,000 shares
    Change vs previous 13F +19,800 shares

    0.97% of the 13F portfolio, value $4,067,520.

    13F-HR 0001993352-25-000003 filed by INSPIRE TRUST CO, N.A.
    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 37,200 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,263,184.

    13F-HR 0001993352-25-000001 filed by INSPIRE TRUST CO, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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