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DAVIDSON INVESTMENT ADVISORS: SRE position timeline

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

DAVIDSON INVESTMENT ADVISORS held 414,833 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 414,833 shares
    Change vs previous 13F -10,601 shares

    1.57% of the 13F portfolio, value $38,459,169.

    13F-HR 0001140771-26-000005 filed by DAVIDSON INVESTMENT ADVISORS
    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/A 425,434 shares
    Change vs previous 13F -10,818 shares

    1.78% of the 13F portfolio, value $41,339,406.

    13F-HR/A 0001140771-26-000004 filed by DAVIDSON INVESTMENT ADVISORS
    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 436,252 shares
    Change vs previous 13F -2,895 shares

    1.6% of the 13F portfolio, value $38,516,675.

    13F-HR 0001140771-26-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 439,147 shares
    Change vs previous 13F +373 shares

    1.68% of the 13F portfolio, value $39,514,433.

    13F-HR 0001140771-25-000008 filed by DAVIDSON INVESTMENT ADVISORS
    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 438,774 shares
    Change vs previous 13F +5,467 shares

    1.49% of the 13F portfolio, value $33,245,918.

    13F-HR 0001140771-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 433,307 shares
    Change vs previous 13F +49,266 shares

    1.53% of the 13F portfolio, value $30,920,799.

    13F-HR 0001140771-25-000001 filed by DAVIDSON INVESTMENT ADVISORS
    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 384,041 shares
    Change vs previous 13F -1,704 shares

    1.64% of the 13F portfolio, value $33,688,090.

    13F-HR 0001080107-25-000002 filed by DAVIDSON INVESTMENT ADVISORS
    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 385,745 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $32,259,867.

    13F-HR 0001140771-24-000009 filed by DAVIDSON INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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