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Disclosery

LGT Group Foundation: SRE position timeline

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

LGT Group Foundation held 11,149 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 11,149 shares
    Change vs previous 13F -4,186 shares

    0.01% of the 13F portfolio, value $1,033,624.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 15,335 shares
    Change vs previous 13F -1,719 shares

    0.02% of the 13F portfolio, value $1,490,102.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 17,054 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $1,519,341.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 17,091 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $1,525,542.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 16,994 shares
    Change vs previous 13F -2,756 shares

    0.02% of the 13F portfolio, value $1,287,635.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 19,750 shares
    Change vs previous 13F -6,449 shares

    0.02% of the 13F portfolio, value $1,409,360.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 26,199 shares
    Change vs previous 13F +460 shares

    0.04% of the 13F portfolio, value $2,298,176.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 25,739 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,146,118.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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