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Disclosery

Horizon Investments, LLC: SRE position timeline

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

Horizon Investments, LLC held 48,558 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,558 shares
    Change vs previous 13F -20,328 shares

    0.05% of the 13F portfolio, value $4,501,812.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, LLC
    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 68,886 shares
    Change vs previous 13F +21,181 shares

    0.08% of the 13F portfolio, value $6,693,653.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, LLC
    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 47,705 shares
    Change vs previous 13F -13,387 shares

    0.05% of the 13F portfolio, value $4,211,874.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    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 61,092 shares
    Change vs previous 13F +4,398 shares

    0.07% of the 13F portfolio, value $5,457,959.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, LLC
    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 56,694 shares
    Change vs previous 13F +9,523 shares

    0.07% of the 13F portfolio, value $4,295,704.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    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 47,171 shares
    Change vs previous 13F +5,194 shares

    0.1% of the 13F portfolio, value $3,366,123.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    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 41,977 shares
    Change vs previous 13F +787 shares

    0.11% of the 13F portfolio, value $3,682,222.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    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 41,190 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,444,720.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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