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Disclosery

LPL Financial LLC: SRE position timeline

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

LPL Financial LLC held 802,616 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 802,616 shares
    Change vs previous 13F +38,612 shares

    0.02% of the 13F portfolio, value $74,410,533.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 764,004 shares
    Change vs previous 13F -2,787 shares

    0.02% of the 13F portfolio, value $74,238,257.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 766,791 shares
    Change vs previous 13F -45,752 shares

    0.02% of the 13F portfolio, value $67,700,015.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 812,543 shares
    Change vs previous 13F +31,104 shares

    0.02% of the 13F portfolio, value $73,112,565.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 781,439 shares
    Change vs previous 13F +54,651 shares

    0.02% of the 13F portfolio, value $59,209,644.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 726,788 shares
    Change vs previous 13F +170,678 shares

    0.02% of the 13F portfolio, value $51,863,566.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 556,110 shares
    Change vs previous 13F +19,150 shares

    0.02% of the 13F portfolio, value $48,782,007.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 536,960 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,905,961.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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