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Disclosery

Asset Planning,Inc: SRE position timeline

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

Asset Planning,Inc held 20,203 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,203 shares
    Change vs previous 13F +101 shares

    1.21% of the 13F portfolio, value $1,873,042.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 20,102 shares
    Change vs previous 13F +104 shares

    1.39% of the 13F portfolio, value $1,953,269.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,998 shares
    Change vs previous 13F +102 shares

    1.24% of the 13F portfolio, value $1,765,656.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,896 shares
    Change vs previous 13F -74 shares

    1.3% of the 13F portfolio, value $1,790,246.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,970 shares
    Change vs previous 13F -471 shares

    1.14% of the 13F portfolio, value $1,513,152.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,441 shares
    Change vs previous 13F +257 shares

    1.14% of the 13F portfolio, value $1,458,702.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,184 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,770,510.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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