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Disclosery

Vise Technologies, Inc.: SRE position timeline

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

Vise Technologies, Inc. held 8,869 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,869 shares
    Change vs previous 13F +917 shares

    0.01% of the 13F portfolio, value $822,251.

    13F-HR 0001812090-26-000004 filed by Vise Technologies, Inc.
    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 7,952 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $702,043.

    13F-HR 0001812090-26-000002 filed by Vise Technologies, Inc.
    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 7,952 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $702,043.

    13F-HR 0001812090-26-000001 filed by Vise Technologies, Inc.
    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 7,018 shares
    Change vs previous 13F -8,139 shares

    0.02% of the 13F portfolio, value $631,510.

    13F-HR 0001812090-25-000005 filed by Vise Technologies, Inc.
    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 15,157 shares
    Change vs previous 13F +10,220 shares

    0.05% of the 13F portfolio, value $1,148,452.

    13F-HR 0001085146-25-004681 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 4,937 shares
    Change vs previous 13F +2,161 shares

    0.04% of the 13F portfolio, value $433,074.

    13F-HR 0001085146-25-001744 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,776 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $232,157.

    13F-HR 0001085146-24-005666 filed by Vise Technologies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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