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Disclosery

Sanctuary Advisors, LLC: SRE position timeline

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

Sanctuary Advisors, LLC held 112,471 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,471 shares
    Change vs previous 13F +1,738 shares

    0.05% of the 13F portfolio, value $10,427,169.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 110,733 shares
    Change vs previous 13F -54,371 shares

    0.06% of the 13F portfolio, value $10,759,888.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 165,104 shares
    Change vs previous 13F -10,558 shares

    0.08% of the 13F portfolio, value $14,576,996.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 175,662 shares
    Change vs previous 13F -3,449 shares

    0.09% of the 13F portfolio, value $15,806,094.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 179,111 shares
    Change vs previous 13F -1,972 shares

    0.08% of the 13F portfolio, value $13,571,252.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 181,083 shares
    Change vs previous 13F +9,645 shares

    0.09% of the 13F portfolio, value $12,922,100.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 171,438 shares
    Change vs previous 13F -19,276 shares

    0.09% of the 13F portfolio, value $14,279,061.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 190,714 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $17,978,616.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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