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Trivium Point Advisory, LLC: SRE position timeline

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

Trivium Point Advisory, LLC held 5,125 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,125 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $475,139.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 5,170 shares
    Change vs previous 13F -2,679 shares

    0.09% of the 13F portfolio, value $502,369.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 7,849 shares
    Change vs previous 13F -757 shares

    0.07% of the 13F portfolio, value $692,988.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 8,606 shares
    Change vs previous 13F -1,644 shares

    0.08% of the 13F portfolio, value $774,368.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, 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 10,250 shares
    Change vs previous 13F -335 shares

    0.08% of the 13F portfolio, value $776,643.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, 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 10,585 shares
    Change vs previous 13F -1,172 shares

    0.09% of the 13F portfolio, value $755,346.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, 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 11,757 shares
    Change vs previous 13F -444 shares

    0.13% of the 13F portfolio, value $1,031,324.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, 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 12,201 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,124,810.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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