Warren Averett Asset Management, LLC
Holdings in SER
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $129,112 | 67,492 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $361,757 | 67,492 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $415,750 | 67,492 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $382,679 | 67,492 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $338,134 | 67,492 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $451,521 | 67,492 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $224,986 | 23,485 | Shares | Sole | 2024-08-14 |