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Pure Financial Advisors, LLC: SRE position timeline

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

Pure Financial Advisors, LLC held 49,127 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,127 shares
    Change vs previous 13F +2,403 shares

    0.06% of the 13F portfolio, value $4,554,601.

    13F-HR 0001571556-26-000005 filed by Pure Financial 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 46,724 shares
    Change vs previous 13F -52 shares

    0.07% of the 13F portfolio, value $4,540,165.

    13F-HR 0001571556-26-000004 filed by Pure Financial 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/A 46,776 shares
    Change vs previous 13F +10,584 shares

    0.06% of the 13F portfolio, value $4,129,895.

    13F-HR 0001571556-26-000001 filed by Pure Financial 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 36,192 shares
    Change vs previous 13F +72 shares

    0.05% of the 13F portfolio, value $3,256,600.

    13F-HR 0001571556-25-000007 filed by Pure Financial 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 36,120 shares
    Change vs previous 13F +1,382 shares

    0.05% of the 13F portfolio, value $2,736,815.

    13F-HR 0001571556-25-000005 filed by Pure Financial 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 34,738 shares
    Change vs previous 13F -319 shares

    0.05% of the 13F portfolio, value $2,478,899.

    13F-HR 0001571556-25-000003 filed by Pure Financial 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 35,057 shares
    Change vs previous 13F +259 shares

    0.07% of the 13F portfolio, value $3,075,231.

    13F-HR 0001571556-25-000001 filed by Pure Financial 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 34,798 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,910,191.

    13F-HR 0001571556-24-000006 filed by Pure Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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