Skip to content
Disclosery

Mendel Money Management: SRE position timeline

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

Mendel Money Management held 5,841 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,841 shares
    Change vs previous 13F -3,235 shares

    0.2% of the 13F portfolio, value $541,519.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 9,076 shares
    Change vs previous 13F +545 shares

    0.37% of the 13F portfolio, value $881,915.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,531 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $753,202.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    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 8,531 shares
    Change vs previous 13F +55 shares

    0.32% of the 13F portfolio, value $767,619.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    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 8,476 shares
    Change vs previous 13F +130 shares

    0.28% of the 13F portfolio, value $642,227.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    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 8,346 shares
    Change vs previous 13F -63 shares

    0.28% of the 13F portfolio, value $595,571.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 8,409 shares
    Change vs previous 13F +55 shares

    0.33% of the 13F portfolio, value $737,637.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    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 8,354 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $698,645.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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