Sabine Royalty Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Sabine Royalty Trust (SBR) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Sabine Royalty Trust
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Quarterly reported holdings in Sabine Royalty Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $469k | 5.9k | 79.46 |
| 2025-06-30 | $394k | 5.9k | 66.60 |
| 2025-03-31 | $399k | 5.9k | 67.61 |
| 2024-12-31 | $309k | 4.8k | 64.81 |
| 2024-09-30 | $303k | 4.8k | 63.59 |
| 2024-06-30 | $308k | 4.8k | 64.69 |
| 2024-03-31 | $303k | 4.8k | 63.59 |
| 2023-12-31 | $256k | 3.8k | 67.86 |
| 2023-09-30 | $331k | 5.0k | 65.90 |
| 2023-06-30 | $331k | 5.0k | 65.94 |
| 2023-03-31 | $361k | 5.0k | 71.81 |
| 2022-12-31 | $429k | 5.0k | 85.45 |
| 2022-09-30 | $357k | 5.0k | 71.12 |
| 2022-06-30 | $306k | 5.0k | 60.96 |
| 2022-03-31 | $290k | 5.0k | 57.77 |
| 2021-12-31 | $209k | 5.0k | 41.63 |
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