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Cetera Investment Advisers: SRE position timeline

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

Cetera Investment Advisers held 224,019 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,019 shares
    Change vs previous 13F +288 shares

    0.02% of the 13F portfolio, value $20,768,859.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 223,731 shares
    Change vs previous 13F -5,903 shares

    0.02% of the 13F portfolio, value $21,739,962.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 229,634 shares
    Change vs previous 13F -5,397 shares

    0.02% of the 13F portfolio, value $20,274,393.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 235,031 shares
    Change vs previous 13F +39,778 shares

    0.02% of the 13F portfolio, value $21,148,151.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 195,253 shares
    Change vs previous 13F +19,744 shares

    0.02% of the 13F portfolio, value $14,794,313.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 175,509 shares
    Change vs previous 13F +45,076 shares

    0.02% of the 13F portfolio, value $12,524,326.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 130,433 shares
    Change vs previous 13F -344 shares

    0.02% of the 13F portfolio, value $11,441,582.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 130,777 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,936,897.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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