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Define Financial, LLC

SEC CIK
0002021320
Latest filing
Jul 13, 2026

SRE holding history

Sempra in every 13F filed by Define Financial, 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 (Q2 2026)
3,932
Value
$364.6K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of SRE by Define Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,932$364.6K0.2%+46+1.2%AddedHolders
Q1 20263,886$377.6K0.2%+28+0.7%AddedHolders
Q4 20253,858$340.7K0.2%+27+0.7%AddedHolders
Q3 20253,831$344.7K0.2%+33+0.9%AddedHolders
Q2 20253,798$287.8K0.2%+34+0.9%AddedHolders
Q1 20253,764$257.1K0.2%+1,068+39.6%AddedHolders
Q4 20242,696$236.5K0.2%–No prior filingHolders