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Carter Financial, LLC

SEC CIK
0002115533
Latest filing
Aug 13, 2026

SRE holding history

Sempra in every 13F filed by Carter 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)
4,076
Value
$377.9K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of SRE by Carter Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,076$377.9K0.3%00.0%UnchangedHolders
Q1 20264,076$396.1K0.3%00.0%UnchangedHolders
Q4 20254,076$359.9K0.3%–No prior filingHolders