Bell & Brown Wealth Advisors, LLC

SEC CIK: 0001725362
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SRE holding history

Sempra in every 13F filed by Bell & Brown Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRE overview All 13F holders of SRE Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2021

Holdings of SRE by Bell & Brown Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−2,325−100.0%	Sold out	Holders
Q4 2024	2,325	$204.0K	0.1%	+2,325	New	Holders
Q4 2021	0	$0	0.0%	−3,100−100.0%	Sold out	Holders
Q3 2021	3,100	$392.0K	0.2%	–	No prior filing	Holders