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Focus Partners Wealth: SRE position timeline

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

Focus Partners Wealth held 92,203 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 92,203 shares
    Change vs previous 13F +28,069 shares

    0.01% of the 13F portfolio, value $8,553,181.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 81,607 shares
    • Focus Partners Advisor Solutions, LLC: 10,596 shares

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

  2. period ended2026-03-31
    13F 64,134 shares
    Change vs previous 13F +15,838 shares

    0.01% of the 13F portfolio, value $6,237,197.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 58,624 shares
    • Focus Partners Advisor Solutions, LLC: 5,510 shares

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

  3. period ended2025-12-31
    13F 48,296 shares
    Change vs previous 13F +14,302 shares

    <0.01% of the 13F portfolio, value $4,269,811.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 48,296 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 33,994 shares
    Change vs previous 13F -3,792 shares

    <0.01% of the 13F portfolio, value $3,069,347.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,385 shares
    • Focus Partners Advisor Solutions, LLC: 4,609 shares

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

  5. period ended2025-06-30
    13F 37,786 shares
    Change vs previous 13F -5,218 shares

    0.01% of the 13F portfolio, value $2,864,035.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,786 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 43,004 shares
    Change vs previous 13F +5,251 shares

    0.01% of the 13F portfolio, value $3,069,787.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 37,047 shares
    • Focus Partners Advisor Solutions, LLC: 5,957 shares

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

  7. period ended2024-12-31
    13F/A 37,753 shares
    Change vs previous 13F +7,327 shares

    0.01% of the 13F portfolio, value $3,311,980.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,825 shares
    • Focus Partners Advisor Solutions, LLC: 2,928 shares

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

  8. period ended2024-09-30
    13F 30,426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,544,647.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,255 shares
    • Focus Partners Advisor Solutions, LLC: 3,171 shares

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