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Disclosery

J. Safra Sarasin Holding AG: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Safra Sarasin Holding AG on SRE, newest first. How the timeline and the estimate are built.

J. Safra Sarasin Holding AG held 30,016 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,016 shares
    Change vs previous 13F +5,942 shares

    0.04% of the 13F portfolio, value $2,615,973.

    13F-HR 0001890222-26-000004 filed by J. Safra Sarasin Holding AG
    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 24,074 shares
    Change vs previous 13F +414 shares

    0.04% of the 13F portfolio, value $2,339,271.

    13F-HR 0001890222-26-000003 filed by J. Safra Sarasin Holding AG
    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 23,660 shares
    Change vs previous 13F +2,323 shares

    0.03% of the 13F portfolio, value $2,088,941.

    13F-HR 0001890222-26-000001 filed by J. Safra Sarasin Holding AG
    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 21,337 shares
    Change vs previous 13F +6,239 shares

    0.03% of the 13F portfolio, value $1,919,903.

    13F-HR 0001890222-25-000008 filed by J. Safra Sarasin Holding AG
    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 15,098 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,143,975.

    13F-HR 0001890222-25-000003 filed by J. Safra Sarasin Holding AG
    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 15,098 shares
    Change vs previous 13F -252 shares

    0.02% of the 13F portfolio, value $1,077,393.

    13F-HR 0001890222-25-000002 filed by J. Safra Sarasin Holding AG
    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 15,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,346,502.

    13F-HR 0002056555-25-000002 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

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