Skip to content
Disclosery

SWP FINANCIAL LLC: SRE position timeline

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

SWP FINANCIAL LLC held 15,325 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 15,325 shares
    Change vs previous 13F +12 shares

    0.66% of the 13F portfolio, value $1,420,781.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,487,964.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F -479 shares

    0.68% of the 13F portfolio, value $1,351,985.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 15,792 shares
    Change vs previous 13F +479 shares

    0.72% of the 13F portfolio, value $1,420,964.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $1,160,266.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,092,736.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,343,256.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL 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 15,313 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,280,626.

    13F-HR 0001951757-24-001109 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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