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First Horizon Advisors, Inc.: SRE position timeline

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

First Horizon Advisors, Inc. held 3,256 SRE shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,256 shares
    Change vs previous 13F -1,414 shares

    0.01% of the 13F portfolio, value $246,740.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,670 shares
    Change vs previous 13F +2,001 shares

    0.01% of the 13F portfolio, value $333,250.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 2,669 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $234,201.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 2,572 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $215,159.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 2,578 shares
    Change vs previous 13F +1,814 shares

    0.01% of the 13F portfolio, value $196,131.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 764 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $54,917.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 799 shares
    Change vs previous 13F -158 shares

    <0.01% of the 13F portfolio, value $59,764.

    13F-HR 0001588539-24-000001 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 957 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,120.

    13F-HR 0001588539-23-000003 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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