Xcelsior Advisor Partners LLC: SRE position timeline

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

Xcelsior Advisor Partners LLC held 11,821 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 11,821 shares
Change vs previous 13F +5,046 shares
0.14% of the 13F portfolio, value $1,095,965.
13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,775 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $658,358.
13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).