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Disclosery

First Command Advisory Services, Inc.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Command Advisory Services, Inc. on SRE, newest first. How the timeline and the estimate are built.

First Command Advisory Services, Inc. held 133 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133 shares
    Change vs previous 13F -403 shares

    <0.01% of the 13F portfolio, value $12,370.

    13F-HR 0001727336-26-000009 filed by First Command 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 ended2026-03-31
    13F 536 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $52,124.

    13F-HR 0001727336-26-000006 filed by First Command 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 ended2025-12-31
    13F 474 shares
    Change vs previous 13F +74 shares

    <0.01% of the 13F portfolio, value $41,849.

    13F-HR 0001727336-26-000001 filed by First Command 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 ended2025-09-30
    13F 400 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $35,992.

    13F-HR 0001727336-25-000006 filed by First Command 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 ended2025-06-30
    13F 400 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $30,308.

    13F-HR 0001727336-25-000004 filed by First Command 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 ended2025-03-31
    13F 427 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $30,471.

    13F-HR 0001727336-25-000003 filed by First Command 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 ended2024-12-31
    13F 400 shares
    Change vs previous 13F -1,126 shares

    <0.01% of the 13F portfolio, value $35,088.

    13F-HR 0001727336-25-000002 filed by First Command 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 ended2024-09-30
    13F 1,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,619.

    13F-HR 0001727336-24-000005 filed by First Command Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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