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Disclosery

Opus Capital Group, LLC: SRE position timeline

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

Opus Capital Group, LLC held 2,686 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,686 shares
    Change vs previous 13F -12 shares

    0.02% of the 13F portfolio, value $249,000.

    13F-HR 0001330325-26-000005 filed by Opus Capital Group, 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 2,698 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $262,000.

    13F-HR 0001330325-26-000004 filed by Opus Capital Group, 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 2,688 shares
    Change vs previous 13F -493 shares

    0.03% of the 13F portfolio, value $237,000.

    13F-HR 0001330325-26-000003 filed by Opus Capital Group, 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 3,181 shares
    Change vs previous 13F -153 shares

    0.03% of the 13F portfolio, value $286,000.

    13F-HR 0001330325-25-000007 filed by Opus Capital Group, 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 3,334 shares
    Change vs previous 13F -670 shares

    0.03% of the 13F portfolio, value $253,000.

    13F-HR 0001330325-25-000005 filed by Opus Capital Group, 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 4,004 shares
    Change vs previous 13F -224 shares

    0.04% of the 13F portfolio, value $286,000.

    13F-HR 0001330325-25-000004 filed by Opus Capital Group, 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 4,228 shares
    Change vs previous 13F -1,267 shares

    0.05% of the 13F portfolio, value $371,000.

    13F-HR 0001330325-25-000002 filed by Opus Capital Group, 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 5,495 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $460,000.

    13F-HR 0001330325-24-000005 filed by Opus Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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