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J. Derek Lewis & Associates Inc.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Derek Lewis & Associates Inc. on SRE, newest first. How the timeline and the estimate are built.

J. Derek Lewis & Associates Inc. held 2,872 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,872 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $266,263.

    13F-HR 0002077884-26-000004 filed by J. Derek Lewis & Associates 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/A 2,777 shares
    Change vs previous 13F +300 shares

    0.06% of the 13F portfolio, value $269,841.

    13F-HR/A 0002077884-26-000003 filed by J. Derek Lewis & Associates 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 2,477 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $218,694.

    13F-HR 0002077884-26-000001 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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