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Disclosery

IMS Capital Management: SRE position timeline

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

IMS Capital Management held 0 SRE shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,900 shares

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,900 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $219,733.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 3,400 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $242,624.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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