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Disclosery

Marcum Wealth, LLC: SRE position timeline

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

Marcum Wealth, LLC held 4,653 SRE shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 4,653 shares
    Change vs previous 13F +305 shares

    0.03% of the 13F portfolio, value $332,038.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 4,348 shares
    Change vs previous 13F +64 shares

    0.03% of the 13F portfolio, value $381,407.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, 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 4,284 shares
    Change vs previous 13F +265 shares

    0.03% of the 13F portfolio, value $358,271.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, 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 4,019 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $305,685.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, 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 3,882 shares
    Change vs previous 13F +30 shares

    0.03% of the 13F portfolio, value $278,844.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, 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 3,852 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $287,860.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, 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 3,828 shares
    Change vs previous 13F +2,160 shares

    0.03% of the 13F portfolio, value $260,419.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, 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 1,668 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,844.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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