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Disclosery

Mosley Wealth Management: SRE position timeline

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

Mosley Wealth Management held 4,492 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,492 shares
    Change vs previous 13F -5,667 shares

    0.13% of the 13F portfolio, value $416,422.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 10,159 shares
    Change vs previous 13F +80 shares

    0.41% of the 13F portfolio, value $914,107.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 10,079 shares
    Change vs previous 13F +2,528 shares

    0.43% of the 13F portfolio, value $940,975.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,551 shares
    Change vs previous 13F +556 shares

    0.38% of the 13F portfolio, value $619,011.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,995 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $594,055.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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