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AVANTAX ADVISORY SERVICES, INC.: SRE position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 72,392 SRE shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 72,392 shares
    Change vs previous 13F -1,654 shares

    0.03% of the 13F portfolio, value $5,485,130.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 74,046 shares
    Change vs previous 13F +7,415 shares

    0.03% of the 13F portfolio, value $5,283,921.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 66,631 shares
    Change vs previous 13F +1,948 shares

    0.04% of the 13F portfolio, value $5,844,867.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 64,683 shares
    Change vs previous 13F -857 shares

    0.04% of the 13F portfolio, value $5,409,406.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 65,540 shares
    Change vs previous 13F +58,764 shares

    0.04% of the 13F portfolio, value $4,984,999.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 6,776 shares
    Change vs previous 13F -1,696 shares

    <0.01% of the 13F portfolio, value $486,711.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,472 shares
    Change vs previous 13F -1,811 shares

    0.01% of the 13F portfolio, value $633,146.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 10,283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $699,550.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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