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Rakuten Group, Inc.: SRE position timeline

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

Rakuten Group, Inc. held 106,901 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,901 shares
    Change vs previous 13F +10,026 shares

    0.03% of the 13F portfolio, value $10,039,069.

    13F-HR 0000898432-26-000671 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 3 shares
    • Rakuten Investment Management, Inc.: 106,898 shares

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

  2. period ended2026-03-31
    13F 96,875 shares
    Change vs previous 13F +11,020 shares

    0.02% of the 13F portfolio, value $9,356,193.

    13F-HR 0000898432-26-000355 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 10 shares
    • Rakuten Investment Management, Inc.: 96,865 shares

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

  3. period ended2025-12-31
    13F 85,855 shares
    Change vs previous 13F +52,311 shares

    0.03% of the 13F portfolio, value $7,633,365.

    13F-HR 0000898432-26-000121 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 4 shares
    • Rakuten Investment Management, Inc.: 85,851 shares

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

  4. period ended2025-09-30
    13F 33,544 shares
    Change vs previous 13F +33,541 shares

    0.01% of the 13F portfolio, value $1,963,089.

    13F-HR 0000898432-25-000856 filed by Rakuten Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Rakuten Securities, Inc.: 3 shares
    • Rakuten Investment Management, Inc.: 33,541 shares

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

  5. period ended2025-06-30
    13F/A 3 shares
    Change vs previous 13F -140 shares

    <0.01% of the 13F portfolio, value $227.

    13F-HR/A 0002009539-25-000010 filed by Rakuten Securities, Inc.
    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 143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,204.

    13F-HR 0002009539-25-000004 filed by Rakuten Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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