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Alan B Lancz & Associates, Inc.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alan B Lancz & Associates, Inc. on SRE, newest first. How the timeline and the estimate are built.

Alan B Lancz & Associates, Inc. held 0 SRE shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,900 shares

    13F-HR 0001897835-26-000001 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 5,900 shares
    Change vs previous 13F -100 shares

    0.48% of the 13F portfolio, value $530,882.

    13F-HR 0001765380-25-000497 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 6,000 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $454,620.

    13F-HR 0001897835-25-000003 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 6,000 shares
    Change vs previous 13F -900 shares

    0.46% of the 13F portfolio, value $428,160.

    13F-HR 0001897835-25-000002 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 6,900 shares
    Change vs previous 13F -900 shares

    0.61% of the 13F portfolio, value $605,268.

    13F-HR 0001897835-25-000001 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 7,800 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $652,314.

    13F-HR 0001897835-24-000003 filed by Alan B Lancz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).