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Disclosery

MKT Advisors LLC: SRE position timeline

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

MKT Advisors LLC held 21,872 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,872 shares
    Change vs previous 13F +1,073 shares

    0.64% of the 13F portfolio, value $2,068,912.

    13F-HR 0001951757-26-000943 filed by MKT Advisors 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 20,799 shares
    Change vs previous 13F -137 shares

    0.69% of the 13F portfolio, value $2,047,865.

    13F-HR 0001951757-26-000564 filed by MKT Advisors 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 20,936 shares
    Change vs previous 13F -15 shares

    0.63% of the 13F portfolio, value $1,832,771.

    13F-HR 0001951757-26-000037 filed by MKT Advisors 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 20,951 shares
    Change vs previous 13F +1,181 shares

    0.7% of the 13F portfolio, value $1,870,115.

    13F-HR 0001951757-25-001151 filed by MKT Advisors 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 19,770 shares
    Change vs previous 13F +7 shares

    0.6% of the 13F portfolio, value $1,506,094.

    13F-HR 0001951757-25-000877 filed by MKT Advisors 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 19,763 shares
    Change vs previous 13F -377 shares

    0.59% of the 13F portfolio, value $1,263,045.

    13F-HR 0001951757-25-000321 filed by MKT Advisors 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 20,140 shares
    Change vs previous 13F +9 shares

    0.75% of the 13F portfolio, value $1,715,513.

    13F-HR 0001951757-25-000084 filed by MKT Advisors 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 20,131 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,678,560.

    13F-HR 0001951757-24-000973 filed by MKT Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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