Back to SREA
Asset Planning,Inc SREA Position History
SREA
Quarters held
4
Latest value
$1.6M
Q3 2026
Peak value
$2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.8M |
| Q1 2026 | $2M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 20.3K | — | — |
| Q2 2026 | $1.9M | 20.2K | — | — |
| Q1 2026 | $2M | 20.1K | — | — |
| Q4 2025 | $1.8M | 20.0K | — | — |
Other funds holding SREA
$3.6B
$3.5B
$3.5B
$1.6B
$1.6B
$1.4B
$1.3B
$1.3B