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Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

SRE holding history

Sempra in every 13F filed by Wallace Advisory Group, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of SRE by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,281−100.0%Sold outHolders
Q2 20254,281$305.5K0.2%00.0%UnchangedHolders
Q1 20254,281$375.5K0.3%00.0%UnchangedHolders
Q4 20244,281$358.0K0.2%+4,281NewHolders