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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

SRE holding history

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

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of SRE by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−453−100.0%Sold outHolders
Q3 2025453$40.8K<0.1%+9+2.0%AddedHolders
Q2 2025444$33.6K<0.1%+4+0.9%AddedHolders
Q1 2025440$31.4K<0.1%+96+27.9%AddedHolders
Q4 2024344$30.2K<0.1%+2+0.6%AddedHolders
Q3 2024342$28.6K<0.1%+3+0.9%AddedHolders
Q2 2024339$25.8K<0.1%+3+0.9%AddedHolders
Q1 2024336$24.1K<0.1%+336NewHolders
Q2 20230$00.0%−38−100.0%Sold outHolders
Q1 202338$5.73K<0.1%00.0%UnchangedHolders
Q4 202238$5.82K<0.1%+1+2.7%AddedHolders
Q3 202237$6.00K<0.1%00.0%UnchangedHolders
Q2 202237$6.00K<0.1%00.0%UnchangedHolders
Q1 202237$6.00K<0.1%00.0%UnchangedHolders
Q4 202137$4.83K<0.1%–No prior filingHolders