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Disclosery

ATWOOD & PALMER INC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATWOOD & PALMER INC on SRE, newest first. How the timeline and the estimate are built.

ATWOOD & PALMER INC held 3,300 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $257,268.

    13F-HR 0001044929-26-000006 filed by ATWOOD & PALMER INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,300 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $305,943.

    13F-HR 0001044929-26-000004 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,313 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $321,925.

    13F-HR 0001044929-26-000003 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $291,357.

    13F-HR 0001044929-26-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $296,934.

    13F-HR 0001044929-25-000008 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $250,041.

    13F-HR 0001044929-25-000006 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $235,488.

    13F-HR 0001044929-25-000005 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,300 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $289,476.

    13F-HR 0001044929-25-000002 filed by ATWOOD & PALMER INC
    Filed (acceptance time not in the bulk data set), ingested

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