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AGH Wealth Advisors, LLC

SEC CIK
0002061010
Latest filing
Jul 22, 2026

SRE holding history

Sempra in every 13F filed by AGH 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 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
4
Since Q4 2024
Holdings of SRE by AGH Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,352−100.0%Sold outHolders
Q3 20253,352$301.6K0.2%+15+0.4%AddedHolders
Q2 20253,337$252.8K0.2%−45−1.3%ReducedHolders
Q1 20253,382$241.3K0.2%−140−4.0%ReducedHolders
Q4 20243,522$308.9K0.3%–No prior filingHolders