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Procyon Advisors, LLC: SRE position timeline

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

Procyon Advisors, LLC held 10,544 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 10,544 shares
    Change vs previous 13F +572 shares

    0.04% of the 13F portfolio, value $977,534.

    13F-HR 0001951757-26-000939 filed by Procyon 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 9,972 shares
    Change vs previous 13F +463 shares

    0.05% of the 13F portfolio, value $968,979.

    13F-HR 0001951757-26-000765 filed by Procyon 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 9,509 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $839,550.

    13F-HR 0001951757-26-000027 filed by Procyon 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 9,557 shares
    Change vs previous 13F -117 shares

    0.05% of the 13F portfolio, value $859,939.

    13F-HR 0001951757-25-001218 filed by Procyon 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 9,674 shares
    Change vs previous 13F -64,477 shares

    0.07% of the 13F portfolio, value $733,011.

    13F-HR 0001951757-25-000600 filed by Procyon 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 74,151 shares
    Change vs previous 13F +14,169 shares

    0.32% of the 13F portfolio, value $5,203,494.

    13F-HR 0001951757-25-000320 filed by Procyon 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 59,982 shares
    Change vs previous 13F +3,163 shares

    0.34% of the 13F portfolio, value $5,261,656.

    13F-HR 0001951757-25-000036 filed by Procyon 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 56,819 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,751,613.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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