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Disclosery

Alta Advisers Ltd: SRE position timeline

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

Alta Advisers Ltd held 2,565 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,565 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $237,801.

    13F-HR 0000904454-26-000442 filed by Alta Advisers Ltd
    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 2,565 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $249,241.

    13F-HR 0000904454-26-000252 filed by Alta Advisers Ltd
    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 2,565 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $226,464.

    13F-HR 0000904454-26-000078 filed by Alta Advisers Ltd
    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 3,365 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $302,783.

    13F-HR 0000904454-25-000547 filed by Alta Advisers Ltd
    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 3,365 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $254,966.

    13F-HR 0000904454-25-000381 filed by Alta Advisers Ltd
    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 3,365 shares
    Change vs previous 13F +3,365 shares

    0.1% of the 13F portfolio, value $240,126.

    13F-HR 0000904454-25-000224 filed by Alta Advisers Ltd
    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 0 shares
    Change vs previous 13F -1,800 shares

    13F-HR 0000904454-25-000135 filed by Alta Advisers Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $150,534.

    13F-HR 0000904454-24-000580 filed by Alta Advisers Ltd
    Filed (acceptance time not in the bulk data set), ingested

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