GW HENSSLER & ASSOCIATES LTD: SRE position timeline

GW HENSSLER & ASSOCIATES LTD held 364,020 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 364,020 shares

   Change vs previous 13F +3,487 shares

   1.5% of the 13F portfolio, value $33,748,270.

   13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 360,533 shares

   Change vs previous 13F +4,665 shares

   1.65% of the 13F portfolio, value $35,032,953.

   13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 355,868 shares

   Change vs previous 13F -4,024 shares

   1.51% of the 13F portfolio, value $31,419,572.

   13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 359,892 shares

   Change vs previous 13F +6,272 shares

   1.62% of the 13F portfolio, value $32,383,119.

   13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-06-30

   13F 353,620 shares

   Change vs previous 13F +11,437 shares

   1.43% of the 13F portfolio, value $26,793,784.

   13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 342,183 shares

   Change vs previous 13F +16,946 shares

   1.4% of the 13F portfolio, value $24,418,197.

   13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 325,237 shares

   Change vs previous 13F -6,289 shares

   1.56% of the 13F portfolio, value $27,199,530.

   13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 331,526 shares

   Change vs previous 13F not available

   1.57% of the 13F portfolio, value $27,725,479.

   13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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