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Disclosery

DAVIDSON TRUST CO: SRE position timeline

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

DAVIDSON TRUST CO held 3,391 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,391 shares
    Change vs previous 13F +340 shares

    0.1% of the 13F portfolio, value $264,362.

    13F-HR 0001133119-26-000007 filed by DAVIDSON TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,051 shares
    Change vs previous 13F -96 shares

    0.11% of the 13F portfolio, value $282,858.

    13F-HR 0001133119-26-000004 filed by DAVIDSON TRUST CO
    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 3,147 shares
    Change vs previous 13F +135 shares

    0.13% of the 13F portfolio, value $305,794.

    13F-HR 0001133119-26-000003 filed by DAVIDSON TRUST CO
    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 3,012 shares
    Change vs previous 13F -1,506 shares

    0.11% of the 13F portfolio, value $265,929.

    13F-HR 0001133119-26-000001 filed by DAVIDSON TRUST CO
    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 4,518 shares
    Change vs previous 13F +675 shares

    0.17% of the 13F portfolio, value $406,529.

    13F-HR 0001133119-25-000006 filed by DAVIDSON TRUST CO
    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 3,843 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $291,184.

    13F-HR 0001133119-25-000003 filed by DAVIDSON TRUST CO
    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 3,843 shares
    Change vs previous 13F -7 shares

    0.13% of the 13F portfolio, value $274,236.

    13F-HR 0001080107-25-000005 filed by DAVIDSON TRUST CO
    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 3,850 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $337,722.

    13F-HR 0001080107-25-000003 filed by DAVIDSON TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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