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Disclosery

BOKF, NA: SRE position timeline

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

BOKF, NA held 5,300 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,300 shares
    Change vs previous 13F -742 shares

    0.01% of the 13F portfolio, value $491,363.

    13F-HR 0000009634-26-000004 filed by BOKF, NA
    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 6,042 shares
    Change vs previous 13F +1,526 shares

    0.01% of the 13F portfolio, value $587,101.

    13F-HR 0000009634-26-000003 filed by BOKF, NA
    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 4,516 shares
    Change vs previous 13F -381 shares

    0.01% of the 13F portfolio, value $398,718.

    13F-HR 0000009634-26-000002 filed by BOKF, NA
    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 4,897 shares
    Change vs previous 13F -385 shares

    0.01% of the 13F portfolio, value $440,632.

    13F-HR 0000009634-25-000006 filed by BOKF, NA
    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 5,282 shares
    Change vs previous 13F -269 shares

    0.01% of the 13F portfolio, value $400,218.

    13F-HR 0000009634-25-000005 filed by BOKF, NA
    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 5,551 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $396,120.

    13F-HR 0000009634-25-000003 filed by BOKF, NA
    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 5,442 shares
    Change vs previous 13F +23 shares

    0.01% of the 13F portfolio, value $428,449.

    13F-HR 0000009634-25-000002 filed by BOKF, NA
    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 5,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $447,230.

    13F-HR 0001977483-24-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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