Atlantic Union Bankshares Corp: SRE position timeline

Atlantic Union Bankshares Corp held 17,491 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 17,491 shares

   Change vs previous 13F -2 shares

   0.03% of the 13F portfolio, value $1,621,591.

   13F-HR 0001104659-26-093928 filed by Atlantic Union Bankshares Corp
   Filed 2026-08-11 (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).

2. period ended2026-03-31

   13F 17,493 shares

   Change vs previous 13F +2 shares

   0.03% of the 13F portfolio, value $1,699,796.

   13F-HR 0001104659-26-059434 filed by Atlantic Union Bankshares Corp
   Filed 2026-05-12 (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).

3. period ended2025-12-31

   13F 17,491 shares

   Change vs previous 13F +107 shares

   0.03% of the 13F portfolio, value $1,544,281.

   13F-HR 0001104659-26-010283 filed by Atlantic Union Bankshares Corp
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 17,384 shares

   Change vs previous 13F +706 shares

   0.03% of the 13F portfolio, value $1,564,212.

   13F-HR 0001104659-25-106156 filed by Atlantic Union Bankshares Corp
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 16,678 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $1,263,693.

   13F-HR 0001104659-25-074455 filed by Atlantic Union Bankshares Corp
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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