PETRA FINANCIAL ADVISORS INC: SRE position timeline

PETRA FINANCIAL ADVISORS INC held 9,004 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,004 shares

   Change vs previous 13F +2,972 shares

   0.39% of the 13F portfolio, value $834,762.

   13F-HR 0001951757-26-001058 filed by PETRA FINANCIAL ADVISORS INC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,032 shares

   Change vs previous 13F +6,032 shares

   0.36% of the 13F portfolio, value $586,129.

   13F-HR 0001951757-26-000849 filed by PETRA FINANCIAL ADVISORS INC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,549 shares

   13F-HR 0001951757-25-000394 filed by PETRA FINANCIAL ADVISORS INC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 7,549 shares

   Change vs previous 13F +11 shares

   0.45% of the 13F portfolio, value $662,232.

   13F-HR 0001951757-25-000228 filed by PETRA FINANCIAL ADVISORS INC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 7,538 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $630,420.

   13F-HR 0001951757-24-001128 filed by PETRA FINANCIAL ADVISORS INC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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