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SeaCrest Wealth Management, LLC: SRE position timeline

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

SeaCrest Wealth Management, LLC held 3,037 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 3,037 shares
    Change vs previous 13F -1,352 shares

    0.03% of the 13F portfolio, value $281,523.

    13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, 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 4,389 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $426,481.

    13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, 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 4,388 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $378,965.

    13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, 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 4,372 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $408,124.

    13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, 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 4,351 shares
    Change vs previous 13F +466 shares

    0.04% of the 13F portfolio, value $329,676.

    13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, 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 3,885 shares
    Change vs previous 13F -92 shares

    0.03% of the 13F portfolio, value $277,241.

    13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, 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 3,977 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $348,892.

    13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, 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 3,980 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $332,837.

    13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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