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Disclosery

Orin Green Financial, LLC: SRE position timeline

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

Orin Green Financial, LLC held 11,891 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,891 shares
    Change vs previous 13F -12,048 shares

    0.41% of the 13F portfolio, value $1,102,395.

    13F-HR 0001844227-26-000003 filed by Orin Green Financial, 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 23,939 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,326,153.

    13F-HR 0001844227-26-000002 filed by Orin Green Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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