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Disclosery

Lindbrook Capital, LLC: SRE position timeline

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

Lindbrook Capital, LLC held 3,425 SRE shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,425 shares
    Change vs previous 13F +1,015 shares

    0.02% of the 13F portfolio, value $244,408.

    13F-HR 0001767045-25-000002 filed by Lindbrook 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 ended2024-12-31
    13F 2,410 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $211,405.

    13F-HR 0001767045-25-000001 filed by Lindbrook 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 ended2024-09-30
    13F 2,286 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $191,178.

    13F-HR 0001767045-24-000006 filed by Lindbrook 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 ended2024-06-30
    13F 2,314 shares
    Change vs previous 13F +379 shares

    0.02% of the 13F portfolio, value $176,003.

    13F-HR 0001767045-24-000003 filed by Lindbrook 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 ended2024-03-31
    13F 1,935 shares
    Change vs previous 13F -657 shares

    0.01% of the 13F portfolio, value $138,991.

    13F-HR 0001767045-24-000002 filed by Lindbrook 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 ended2023-12-31
    13F 2,592 shares
    Change vs previous 13F +1,133 shares

    0.02% of the 13F portfolio, value $193,700.

    13F-HR 0001767045-24-000001 filed by Lindbrook 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 ended2023-09-30
    13F 1,459 shares
    Change vs previous 13F +867 shares

    0.01% of the 13F portfolio, value $99,256.

    13F-HR 0001767045-23-000004 filed by Lindbrook 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 ended2023-06-30
    13F 592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $86,189.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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