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COOKSON PEIRCE & CO INC: SRE position timeline

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

COOKSON PEIRCE & CO INC held 16,321 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,321 shares
    Change vs previous 13F +743 shares

    0.05% of the 13F portfolio, value $1,513,120.

    13F-HR 0001141455-26-000004 filed by COOKSON PEIRCE & CO 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 15,578 shares
    Change vs previous 13F +1,932 shares

    0.06% of the 13F portfolio, value $1,513,715.

    13F-HR 0001141455-26-000003 filed by COOKSON PEIRCE & CO 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 13,646 shares
    Change vs previous 13F +1,815 shares

    0.05% of the 13F portfolio, value $1,204,806.

    13F-HR 0001141455-26-000001 filed by COOKSON PEIRCE & CO 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 11,831 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $1,064,554.

    13F-HR 0001141455-25-000007 filed by COOKSON PEIRCE & CO 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 11,797 shares
    Change vs previous 13F +2,141 shares

    0.04% of the 13F portfolio, value $893,859.

    13F-HR 0001141455-25-000005 filed by COOKSON PEIRCE & CO 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 9,656 shares
    Change vs previous 13F +1,317 shares

    0.03% of the 13F portfolio, value $689,053.

    13F-HR 0001141455-25-000004 filed by COOKSON PEIRCE & CO 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 8,339 shares
    Change vs previous 13F +974 shares

    0.03% of the 13F portfolio, value $731,498.

    13F-HR 0001141455-25-000003 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,365 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $615,935.

    13F-HR 0001141455-24-000006 filed by COOKSON PEIRCE & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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